About Us

CPA Advantage is managed by Capital Strategies Press, a publisher of financial information for consumers and training resources for financial professionals.  The executive editor for this site is Paul A Bullock CLU ChFC GBA RPA FLMI CEBS.  Mr. Bullock is a forty year veteran of the financial services industry and is one of the nation’s leading experts on market linked and indexed products.  Mr. Bullock is the author of seven books on various aspects of financial design as well as numerous articles and training courses for the financial services industry.
In maintaining this site, Mr. Bullock frequently consults with other investment and insurance experts to bring you the most recent product information and the latest in financial design innovations. Mr. Bullock’s books are available from Amazon.com or downloadable in Adobe pdf format here at CPA Advantage.

Our Mission

It is the mission of CPA Advantage Network to bring the best of class expertise in finance, technology and general business services to small and medium size businesses in order to held them grow their businesses and their personal wealth.

The number one expert on your business is you, the business owner. However, successful wealth building also requires additional talents in a variety of financial, technological and general business categories and sub-categories. CPA Advantage seeks to deliver expertise in these ancillary areas to its clients.

With the local CPA as a head coach, we form a team of specialists, each of which is carefully chosen for their ability to help you meet your unique business goals and personal objectives.  The sole focus of this working group is to grow your wealth, protect your wealth and eventually transfer your wealth to the next generation.