Felicia Caldwell Gopaul
Investment adviser representative at Csp Financial Group LLC
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$150.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
31 years in the industry.
- Invest for BetterOct 2023 to now
- Csp Financial Group, LLCMay 2021 to now
- Financial Control MasteryMay 2011 to now
- City of IrvineJan 2005 to now
- Felicia Caldwell Gopaul, Sole ProprietorSep 1993 to now
- ShiptMay 2024 to Dec 2024
- College Funding ResourceSep 2003 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Csp Financial Group LLC
$150.6MAssets managed
397Clients
21Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2407232
- Firm CRD
- 310819