Our Founders
The Beginning of CSP Financial Group
Charles and Sophal Pettit came from very different beginnings, but their journeys led them to a shared belief: opportunity is powerful, purpose matters, and the American Dream is still alive.
After meeting at a financial services conference, their shared passion for entrepreneurship, financial education, and helping others build better futures became a partnership in life and business. Together, they began building CSP Financial Group in 1996.
For Charles and Sophal, financial planning has always been about more than money. It’s about helping people make intentional financial decisions that create greater freedom, security, and opportunity.
Nearly three decades later, that purpose remains at the heart of CSP Financial Group:
Helping people create a life they love today and into the future.
Why We Exist
We're Here to Inspire Humanity to Create the Life They Love.
The difference between great people and everyone else is that great people create their lives actively, while everyone else is created by their lives, passively waiting to see where life takes them next. The difference between the two is the difference between living fully and just existing. Charles and I are in charge of our future and we live fully. - Sophal Pettit
Integrity, Faith, Trust, Freedom, Commitment
