Patricia Ivette Gomez

Employer firm

Cpr Investments Inc CRD 139067

$239M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Tax Mix Insurance & Finanical Service
  Riverside, CA
• 01/2013 → 09/2020
  First Advisors National, Llc
  Atlanta, GA
• 09/2020 → Present
  Cpr Investments Inc.
  Rochester, MI
• 05/1998 → 09/2022
  Kaiser Permanente
  Riverside, CA

Previous Registrations

• 2013-01-24 → 2020-10-02
  First Advisors National, Llc
  Riverside, CA
• 2012-10-19 → 2013-01-02
  Institute For Wealth Advisors, Inc.
  Riverside, CA

Other Businesses

(1) SELF EMPLPYED INSURANCE AGENT / TAX PREP/Notary Public, RIVERSIDE PRODUCTS,PART-TIME OR FULL TIME, FOR VARIOUS COMPANIES, CA, 10/2010, 25 HRS/WEEK

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-28
• S63 Uniform Securities Agent State Law Examination
  2001-01-06

Other Names

• Patricia Ivette Acosta