Felicia Caldwell Gopaul

Employer firm

Csp Financial Group LLC CRD 310819

$119M regulatory AUM 751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• PORTFOLIO ANALYSIS (MRI) SERVICES

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

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

Current Employers

Employment History

• 09/2003 → 12/2017
  College Funding Resource
  Irvine, CA
• 05/2011 → Present
  Financial Control Mastery
  Irvine, CA
• 05/2021 → Present
  Csp Financial Group, Llc
  Irvine, CA
• 10/2023 → Present
  Invest For Better
  Irvine, CA
• 05/2024 → 12/2024
  Shipt
  Irvine, CA
• 01/2005 → Present
  City Of Irvine
  Irvine, CA
• 09/1993 → Present
  Felicia Caldwell Gopaul, Sole Proprietor
  Irvine, CA

Previous Registrations

• 2008-02-26 → 2010-09-10
  Missionsquare Retirement
  Washington, DC
• 2004-07-20 → 2008-01-03
  Osaic Fa, Inc.
  Rochelle Park, NJ
  Paramus, NJ

Other Businesses

1) Invest for Better; Investment Related; Co-Leader/Educator; Started 10/2023; Approximately 1 hours spent per month during securities trading hours. 2) Felicia Caldwell Gopaul, Sole Proprietor; Investment Related; Irvine, CA; Insurance Agent; Fixed Insurance Sales; Started 09/1993; Approximately 5 hours spent per month during securities trading hours. 3) Financial Control Mastery; Investment Related; President/Founder/Educator; Started 05/2011; Approximately 5 hours spent per month during securities trading hours. 4) City of Irvine; Not investment Related; Finance Commission; Started 01/2005; Approximately 5 hours spent per month during securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-22
• S65 Uniform Investment Adviser Law Examination
  1998-04-25

Designations

• Certified Financial Planner

Other Names

• Felicia D Caldwell
• Felicia Denice Caldwell