Patricia Ivette Gomez
Investment adviser representative at Cpr Investments Inc
28 yearsExperience
2 statesRegistered in
$238.8MFirm assets
8 yearsFirm in business
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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
- Pension consulting
Experience
28 years in the industry.
- Cpr Investments Inc.Sep 2020 to now
- Tax Mix Insurance & Finanical ServiceAug 2010 to now
- First Advisors National, LLCJan 2013 to Sep 2020
- Kaiser PermanenteMay 1998 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cpr Investments Inc
$238.8MAssets managed
1,172Clients
25Advisers
8 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
- 2793535
- Firm CRD
- 139067