Awards and Recognition

The following are just a sampling of the numerous awards and recognition we have achieved recently:


CEFEX, Centre for Fiduciary Excellence – 10 years (2009-2019)

Lorraine Gregory Sponsored: Be True- Be Authentic Brand Competition – CPD named winner 9-16-2019

US Business News Financial Elite Awards 2019 Best for Retirement Plan Administration and Consulting

Long Island Business News 2019 Corporate Citizenship Award

Long Island Business News 2019 Business and Finance Award

May 14th, 2019 CPD was featured on NBC Nightly News with Lester Holt

HIA-LI, Business Achievement Award, Small Category Finalist. 2022

CPD has a long and storied history in the world of Retirement Planning. We have been pioneers in the industry for many years and are known for taking innovative steps. We are very proud of our achievements and all the people who led us here.

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