CPS Investment Advisors in downtown Lakeland names new Partner, Nolen B. Bailey
Nolen B. Bailey | CFP®, CRPS®, ARPC, has been named a partner at CPS Investment Advisors. He joins Peter Golotko, James Luffman, and Michael Riskin as an owner in the investment firm.
“It is my honor and privilege to work with Nolen Bailey, and I am excited to bring him in as an owner. Nolen has proven himself in the industry. He is a leader and a great businessman. I am confident the future of CPS is brighter with Nolen on board.” – Peter Golotko | CPA/PFS, MBA, President of CPS Investment Advisors.
“We are beyond excited to have Nolen as a new owner/partner of CPS Investment Advisors. Nolen has worked extensively to build our 401(k)/retirement plan business making it the fastest-growing part of our business.” – James Luffman | CPA/PFS.
“We are incredibly blessed to have Nolen join the ownership group at CPS. Since day one, Nolen has exemplified the work ethic, integrity, and commitment to our clients that has been the strength of CPS for over 45 years. The addition of Nolen will help solidify our growth and stability at CPS.” – Michael A Riskin | CPA/PFS, CFP®, MST.
Nolen has been with CPS Investment Advisors since 2011, and he continuously strives to provide the absolute best service and financial expertise for the firm’s clients. As a partner, a CERTIFIED FINANCIAL PLANNER™, and the director of the firm’s Retirement Plan Services division, Nolen has a genuine passion for helping people reach their specific financial goals. He understands that everyone’s financial picture is unique, so he has always taken a collaborative, down-to-earth approach with clients, to make sure that they are comfortable with the path ahead, and confident that they are staying on track.
Nolen also holds the Chartered Retirement Plans Specialist (CRPS®) designation through the College for Financial Planning, as well as the Accredited Retirement Plan Consultant (ARPC) designation through the Society of Professional Asset Managers and Record Keepers (SPARK).
He is a graduate of both Leadership Lakeland Class XXX and Leadership Polk Class X, and was awarded Future Mayor of Lakeland by EMERGE Lakeland in 2014. He serves on several local boards and executive committees, as he and his wife, Ashley, are proud and passionate supporters of many local nonprofits and organizations.
“CPS Investment Advisors is a fee-only, independent financial advisory firm headquartered in Lakeland, Florida, celebrating 45 years helping clients achieve their version of financial independence. As fiduciaries, we are legally and ethically obligated to act in your best interest… never our own.”
– https://www.cpalliance.com/