# VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 122484
- Type: SEC-registered investment adviser
- SEC file number: 801-80920
- Location: 2500 DALLAS PARKWAY, SUITE 495, PLANO, TX, 75093
- Phone: 214-696-2323
- Latest filing: 2018-03-13
- Regulatory AUM: $233.0M
- Discretionary AUM: $233.0M
- Clients: 12
- Accounts: 527

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| SCHUPBACH MARK STEVEN | CHIEF EXECUTIVE OFFICER | — |
| LIPPER CHRISTOPHER JOEL | PRESIDENT/CIO; PRESIDENT/CIO/CCO | — |
| KNIPPA THOMAS ANDREW | CHIEF PLANNING OFFICER | — |
| FERNANDEZ RUDY | CHIEF FINANCIAL OFFICER | — |
| SPENCE ADAM BARRETT | CLIENT ADVISOR | — |
| HARLAN LESLI ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122484/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122484/similar
- Related entities: https://search.stillhousedata.com/firm/122484/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122484

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.