CS Planning Corp. 3395 Southwest Garden View Avenue, Portland, OR 97225

CS Planning Corp. (CSP) is a finance institution located at 3395 Southwest Garden View Avenue in Portland, Oregon, United States. CSP provides advisors with a dedicated support team to handle daily administrative tasks, allowing advisors to focus on delivering top-notch service to their clients. With years of experience, CSP offers customized solutions for financial advisors looking to outsource trading, reporting, billing, and technology-related activities. By partnering with CSP, advisors can streamline their business processes, increase their competitive edge, and maintain a clear emphasis on wealth management and financial planning for their clients.

CSP operates on the belief that advisors should spend their time working directly with clients to help them achieve their financial goals. Through CSP, advisors gain access to a large, experienced support team, dedicated custodian services, and a network of fellow advisors for business continuity. By outsourcing daily administrative tasks to CSP, advisors can free up time for client-facing and marketing-related activities, while ensuring operational workflows are handled efficiently.

As a Registered Investment Adviser, CSP complies with regulations to protect clients' non-public personal information and has policies in place to safeguard client data. The Chief Compliance Officer is responsible for maintaining and enforcing these policies to ensure compliance.

Overall, CSP aims to provide advisors with the support they need to enhance their services, manage costs effectively, and focus on what they do best - helping clients achieve their financial goals.