The History of CPF Texas

Mark Schupbach founded The Center for Personal Finance in Dallas, Texas, in 1985 to provide cleints with financial confidence.

From the beginning, Mark's philosophy distinguished CPF from investment advisors, who focused solely on the accumulation of wealth to the exclusion of meaningful goals that nourish the soul.

The CPF team of financial advisors is dedicated to helping people chart a personal course to smoothly navigate life's transitions so that they can pursue their goals or dreams in any direction - whatever those goals may be (and CPF can help identify them if there is any doubt).

Today, CPF guides clients through the design and implementation of custom-tailored, long-term financial strategies using the same team approach Mark pioneered when he founded the company. As he explained in an interview, "We cannot be experts in every area. We can, however, focus on what we do best and create professional alliances with others to provide premier financial strategies."

After more than 20 years of successful operation, CPF has expanded to serve a sizable client base, but our team approach remains nimble enough to adjust to the personal needs of our clients.

In 2004, CPF moved into new headquarters at Two Legacy Town Center in Plano, Texas. "For a large number of our clients, who include successful business owners, medical specialists, corporate executives, attorneys and accounts, Plano is home," said Mark Schupbach, "and our location is convenient for clients from Dallas and the rest of North Texas."

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