CPI Opens Phoenix Office

CPI Qualified Plan Consultants announced that Matthew K. Scott will serve as the first retirement plan consultant in the Phoenix, Arizona office.

As Retirement Plan Consultant for Arizona and the Las Vegas/Henderson area of Nevada, Scott will represent CPI with retirement plan sponsors and their financial advisers as they design and develop their qualified and non-qualified retirement plan programs, the company announced.

Scott brings to CPI more than 35 years of expertise in the retirement and financial services industries, having worked with large banks, mutual fund and insurance companies, as well as independent broker-dealers and third-party administrators. Most recently he served as senior vice president of retirement plans for a mutual fund company.   

Scott received his Bachelor of Science degree from Frostburg State University in Frostburg, Maryland.