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Profil
Mr. Chas P.
Smith, CPA, is President, Treasurer & Director at Chas.
P.
Smith & Associates, PA, CPAs.
He is on the Board of Directors at Chas.
P.
Smith & Associates, PA, CPAs.
Prior to founding CPS Investment Advisors in 1975, he was employed by Florida Institute of Certified Public Accountants.
Mr. Smith received his BS in Accounting from Florida State University.
He is a Certified Public Accountant
Anciens postes connus de Charles Phelan Smith
| Sociétés | Poste | Fin |
|---|---|---|
Florida Institute of Certified Public Accountants
 Florida Institute of Certified Public Accountants The Florida Institute of Certified Public Accountants (FICPA) is a professional organization representing certified public accountants and accounting professionals in public accounting, private industry, government, and education. The private company is based in Tallahassee, FL. FICPA provides services such as continuing professional education, career development programs, leadership opportunities, advocacy, and resources for all career stages. The organization offers educational resources including conferences, online courses, and specialized programs on industry topics, and administers the mandatory AICPA peer review program to ensure quality control in accounting and auditing firms. FICPA also runs initiatives like the corporate membership program and the "Bridge to CPA" pilot program, which offers tuition-free, fully online pathways for future CPAs. Advocacy efforts include monitoring legislation, organizing events, and publishing updates on tax and regulatory matters. The organization promotes volunteerism and maintains 22 local chapters statewide for networking, education, philanthropy, and leadership development. Members have access to career resources such as job postings, scholarships, exam preparation discounts, and a members-only portal. Deborah Curry has been the CEO of the company since 2011. | Corporate Officer/Principal | - |
Chas. P. Smith & Associates, PA, CPAs
 Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s. | Directeur Général | - |
Formation de Charles Phelan Smith
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
36
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s. | Finance |
Florida State University
 Florida State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Florida Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants The Florida Institute of Certified Public Accountants (FICPA) is a professional organization representing certified public accountants and accounting professionals in public accounting, private industry, government, and education. The private company is based in Tallahassee, FL. FICPA provides services such as continuing professional education, career development programs, leadership opportunities, advocacy, and resources for all career stages. The organization offers educational resources including conferences, online courses, and specialized programs on industry topics, and administers the mandatory AICPA peer review program to ensure quality control in accounting and auditing firms. FICPA also runs initiatives like the corporate membership program and the "Bridge to CPA" pilot program, which offers tuition-free, fully online pathways for future CPAs. Advocacy efforts include monitoring legislation, organizing events, and publishing updates on tax and regulatory matters. The organization promotes volunteerism and maintains 22 local chapters statewide for networking, education, philanthropy, and leadership development. Members have access to career resources such as job postings, scholarships, exam preparation discounts, and a members-only portal. Deborah Curry has been the CEO of the company since 2011. |
