Cypress Point Financial Advisors, LLC

Cypress Point Financial Advisors, LLC (CRD# 169376) is a financial advisory firm headquartered in Lafayette, CA. They manage $21,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cypress Point Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
David L. Herman
CRD#: 2542793
1007 Oak Hill Rd., Suite B, Lafayette, CA 94549

David Herman (CRD# 2542793) is an Investment Advisor Representative working at Cypress Point Financial Advisors, LLC in Lafayette, CA and has over 22 years of experience in the finance industry.

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