James M. Luffman
James M. Luffman, CPA/PFS is a principal of CPS Investment Advisors and CPS Group CPA's, PA.
He began his professional career in Washington D.C. with American Security Bank as an Operations Manager in their $3 billion Trust Department. Jim received his Bachelor of Science degree majoring in Accounting from Florida State University. He is board certified as a Personal Financial Specialist (PFS) as designated by the American Institute of Certified Public Accountants. He has also received the Certificate of Educational Achievement in Personal Financial Planning. Jim joined the CPS team in 1986. He has years of experience in the areas of investments, financial planning, accounting and taxation and is a frequent lecturer on financial planning and investments. Some of Jim’s accomplishments included:
- Certified Public Accountant
- Bachelor of Science degree from Florida State University
- Personal Financial Specialist (PFS) as designated by the American Institute of CPAs
- Awarded the Certificate of Educational Achievement in Personal Financial Planning
- NASD licensed to be a principal in Registered Investment Advisory firm
- Licensed by the Florida Department of Financial Services for Life, Disability, Health Insurance
- Frequent lecturer on the topics of investments, financial planning and income tax
- Past President of the Boys & Girls Clubs of Lakeland & Mulberry
- Chairman of the Board of the Boys & Girls Clubs of Lakeland & Mulberry
- Past President of the Polk Chapter of the Florida Institute of CPAs
- Director of the Polk Chapter of the Florida Institute of CPAs
- Past member of the Florida Board of Accountancy Specialization Advisory Committee