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...
John Genda (CRD# 2332363) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Cinnaminson, NJ and has over 23 years of experience in the finance industry.
Daniel Rosenthal (CRD# 3169700) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cinnaminson, NJ and has over 18 years of experience in the finance industry.
Ryan Horner (CRD# 4331562) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cinnaminson, NJ and has over 14 years of experience in the finance industry.