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...
Matthew Purzycki (CRD# 2532098) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sewell, NJ and has over 20 years of experience in the finance industry. Matthew Purzycki 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 Financial Planning Practice Standards.
Robert Dubrink (CRD# 1028197) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sewell, NJ and has over 34 years of experience in the finance industry.
Carol Schmidlin (CRD# 2609764) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Sewell, NJ and has over 20 years of experience in the finance industry.