Home
About Us
Resource Center
Tools
All Videos
Contact
Schedule A Meeting

Donnell Morris

Marketing Director

Contact

Office: (562)-414-4755

7857 Florence Ave, Suite 209

Downey, CA 90240

info@cpisfinancial.org

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

CPIS Financial is a financial services company that specializes in asset protection and retirement income products and services. CPIS Financial and its appointed Investment Advisor Representatives only offer insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). The Investment Advisor Representatives of CPIS Financial are appointed with FAN Advisors and they are registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and CPIS Financial are independently owned and operated.

Donnell Morris

Marketing Director

Download Contact