Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jeff founded Cypress Financial Planning because he had a strong desire to help individuals and families accomplish their life goals. Driven by his passion to help people understand and benefit from the financial markets, he serves as both educator and advisor. As a Certified Financial Planner, Jeff adheres to the highest ethical and financial proficiency standards in the industry.
Prior to Cypress, he worked in the Private Wealth Management Division of Goldman Sachs in Philadelphia, performing analysis and making investment recommendations for families and foundations with over $1 billion in total...
Richard Welch (Rick) (CRD# 5955239) is a Wealth Advisor and the Chief Investment Officer of Academy Wealth Advisers, LLC. I specialize in providing investment advice, portfolio management, diversification and asset allocation strategies. We are located in Bucks County, Pennsylvania, near the City of Philadelphia, and serve clients across the Mid Atlantic region. I serve the needs of many different types of clients, including soon-to-retire and retired, moderate to high net worth individuals, couples and families, businesses, trusts, private business owners and corporate executives. I personally...
Scott Shrader (CRD# 2782420) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Burlington, NJ and has over 14 years of experience in the finance industry.
Steven Clott (CRD# 1439761) is an Investment Advisor Representative working at Dedicated Investment Advisers LLC in Havertown, PA and has over 40 years of experience, including as an employee, in the finance industry. Steven Clott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the...
Harvey Fram (CRD# 2154776) is an Investment Manager (as opposed to an Investment Advisor), founder and lead Portfolio Manager at Constantia Capital LLC in Lawrence Township, NJ and has over 24 years of experience in the finance industry.
Avoid Fees on top of Fees !! More info at www.ConstantiaQuant.com
We offer a suite of Investment Stategies with a proven track record of beating their respective benchmarks:
* Merger-Arbitrage, a fixed-income alternative, earned 6% annlzd since inceptn.
* Large-Cap 130/30 - exceeded the Russell 1000 by 2% annlzd since inceptn.
* Small-Cap 130/30...