Cypress Financial Planning
Cypress Financial Planning (CRD# 151014) is a financial advisory firm headquartered in Woodbury, NJ. They manage $53,433,000 in 520 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management53MILLION
Total Number of Accounts520ACCOUNTS
Average Account Value$102,756
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, MD, NJ, NY, PA, VA
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 assets. Prior to this, he worked as an engineer at Lockheed Martin in Moorestown, NJ. Jeff has a Bachelor’s Degree in Mechanical Engineering from Duke University and a Master’s Degree in Financial Engineering from Princeton University. He currently resides in Moorestown, NJ with his wife Lauren and children Jeremy and Gwen.
In addition to advising individuals and families at Cypress, Jeff is actively involved with his church, St. Paul’s UMC, currently serving as the chairman of the Endowment Committee. He is also actively involved in Habitat for Humanity and has recently completed weeklong home construction builds in Guatemala and El Salvador. Within the local community, Jeff volunteers with and supports Family Promise of Gloucester County, an organization helping improve the lives of local homeless families.
Benjamin Pitts (CRD# 5549495) is an Investment Advisor Representative working at Cypress Financial Planning in Woodbury, NJ and has over 7 years of experience in the finance industry.
John Fredrick (CRD# 732986) is an Investment Advisor Representative working at Cypress Financial Planning in Millville, NJ and has over 18 years of experience in the finance industry.