Hi, We’re CSP Financial Group!
THE FOUNDERS
The American Dream is the idea that anyone can create the life they love through hard work, sacrifice, and taking calculated risks. Some might say that the American dream is dead, but Charles and Sophal are proving every day just how untrue that statement is.
Their American Dream
Charles served in the Persian Gulf War under Operation Desert Storm and the civil war in Somalia. His world experience gave him a whole new appreciation for the United States and the freedoms that we all enjoy today.
Sophal was born in Takeo, Cambodia, and arrived in the United States at the age of 14 as a refugee. She witnessed the worst side of humankind and after encountering such horrors, any adversity experienced while living in America seemed insignificant. She wrote a book about her life called, From Hell to Heaven: From Surviving the Killing Fields of Cambodia to the Beatitudes of Living in Gratitude. Once you know what she’s been through, you may discover why our country is truly remarkable.
They are living the American dream. Coming from different backgrounds, they’ve both worked hard to get to where they’re at today and they aren’t stopping anytime soon. They are using their decades of knowledge and experience and applying it to the lives of hundreds of families, with the sole purpose of helping everyone create the life they love.
HOW WE’VE GROWN
Meet The Team

Charles Pettit, ChFC®, ChFEBC℠, CLU®
Co-Founder and CCO

Sophal Pettit
Co-Founder and COO

Acquania Escarne
Life Insurance & Living Benefits Advisor

Brittany Cunningham
Life Insurance & Living Benefits Advisor

Charlize Pettit
Administrator & Creative Design Coordinator

Craig Tompkins
Investment Advisor Representative

Dominica Valdivieso
Client Care Specialist

Douglas Miller
Investment Advisor Representative

Ethan Gruenke
Investment Advisor Representative

Felicia Gopaul, CFP®
Investment Advisor Representative

Frank L. Williams, Jr.
Life Insurance & Living Benefits Advisor

George Henderson
Life Insurance & Living Benefits Advisor

Hayden Santos
Investment Advisor Representative

Henry Luong
Investment Advisor Representative

Jacqueline French
Investment Advisor Representative

James Anderson
Investment Advisor Representative

Joel Coleman
Life Insurance & Living Benefits Advisor

John Cornillez, LUTCF®
Life Insurance & Living Benefits Advisor

Julia HeMa
Investment Advisor Representative

Kai Jacobs
Investment Advisor Representative

Kathryn Smith
Estate Planning Coordinator

Kim Trinh
Investment Advisor Representative

Kristi Norstrom
Investment Advisor Representative

Leana Witmer
Marketing Manager

Mandi Hering
Investment Advisor Representative

Marcella Mollon-Williams, BFA™
Behavioral Financial Advisor™

Mark Mollon, ChFEBC ℠
Investment Advisor Representative

Mark A. Flanagan, CPA
Investment Advisor Representative

Mike Poole, RFC®, ChFEBC℠
Investment Advisor Representative

Monica Boulter
Investment Advisor Representative

Nick Der
Investment Advisor Representative

Perla De Los Angeles
Client Care Specialist

Richard P. Pernell
Life Insurance & Living Benefits Advisor

Tinaee Crowder
Life Insurance & Living Benefits Advisor

Tonya White, MBA, LUTCF®, CPRC®
Investment Advisor Representative

Travis Eiklor
Investment Advisor Representative
CREATE A LIFE YOU LOVE
ARE YOU READY FOR FINANCIAL PEACE?
WHAT WE CAN OFFER YOU
Dive Into The Goods

Resources
Free resources and tools.

Services
Check out our services.

Contact
Let us know how we can help.