Information Required of Brokers and Dealers (Form X-17A-5)

Report for the Period Beginning	04-01-2025
and Ending	03-31-2026
Type of Registrant	Broker-dealer
	OTC derivatives dealer

Material Weakness
Does this submission include an accountant's report covering the compliance report that indentifies one or more material weaknesses?	Yes No

Name of Broker-dealer

CPS FINANCIAL & INSURANCE SERVICES, INC.

Address of Principal Place of Business (Do not use P.O. Box No.)

Address 1	2860 MICHELLE DRIVE, SUITE 150
Address 2	SUITE 150
City	IRVINE
State/Country	CALIFORNIA
Mailing Zip/ Portal Code	92606

Name and Telephone Number of Person to Contact in Regard to this Report

Name	Reyheena Faxon
Telephone Number	9493008220

Independent Public Accountant

Name - if individual, state last, first, and middle name	Anson, Brian, W.
Address 1	18455 Burbank Blvd.
Address 2	Suite 404
City	Tarzana
State/Country	CALIFORNIA
Mailing Zip/ Postal Code	91356
Check One	Certified Public Accountant Certified Public Accountant not resident in United States or any of its possessions

Oath or Affirmation

I, Andy Holden, swear (or affirm) that, to the best of my knowledge and belief the accompanying financial statement and supporting schedules pertaining to the firm of CPS FINANCIAL & INSURANCE SERVICES, INC., as of 03-31-2026, are true and correct. I further swear (or affirm) that neither the company nor any partner, proprietor, principal officer or director has any proprietary interest in any account classified solely as that of a customer, except as follows:

Signature	Andy Holden
Title	President

Notary Public

Checking this box acknowledges that this oath or affirmation has been notarized.