Featured Business Financial Advisor in Ross, CA
Ross Financial Advisors
Cypress Partners
23 Ross Common 4B, PO Box 1428
Ross, CA 94957
(415) 785-3635
“Your Life. Your Plan. Our Guidance ”
Advisor Profile
Pete Woodring
Name:  Pete Woodring
Phone Number:  (415) 785-3635
Website:  Visit Website

About Cypress Partners

Cypress Partners was founded to help you protect, grow and optimize what's most important to you. Our relationship is a partnership, and it's guided by your participation in our comprehensive planning process. It begins with a conversation about your dreams, objectives, values, concerns and personal and professional relationships. Gaining a thorough understanding of your life allows us to formulate not only a specific plan, but also a team of independent, expert advisors to achieve your goals.

Our expertise is financial planning and portfolio construction and management, as well as acting as the conduit between you and your advisory team. Your team will generally include an estate, tax and insurance planner who we collaborate with to optimize your wealth and efficiently achieve your goals.

Our 401(k) Consulting group is dedicated to improving retirement outcomes and reducing plan sponsor liability. We help our plan sponsor clients run their 401(k) plans for the benefit of their employees. We focus on transparency, reducing plan fees, prudent approach to investing, comprehensive retirement and income for life planning and a diligent fiduciary process.

We are a father and son partnership with institutional power and a boutique client experience. Our business depends on the satisfaction of our clients, and personalized service tailored to meet your needs is our passion. Our planning process is dynamic, and we constantly monitor your progress and make necessary changes as life unfolds.

We value honesty, transparency, hard work, family, friends, community, the environment and healthy lifestyles. Our typical client shares similar values.
 

General Information

CRD#:    424062B
Firm CRD#:    148070
SEC File#:    We file with the state
Insurance License#:    0I21051
States Licensed in:    CA
States Willing to do Business in:    Alameda,Albany,Belvedere Tiburon,Berkeley,Bolinas,Corte Madera,Daly City,Emeryville,Fairfax,Forest Knolls,Inverness,Lagunitas,Mill Valley,Napa,Nicasio,Novato,Oakland,Olema,Orinda,Petaluma,Point Reyes Station,San Francisco,San Geronimo,San Rafael,Sausalito,Sonoma,South San Francisco,Stinson Beach,Woodacre
 

Qualifications & Memberships

Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1.0%
Hourly Rate:    $250
Additional Details on Charges:    Our fee schedule varies depending on the relationship size.
Minimum Fee Charged for Managed Accounts:    $2,000
Minimum Fee Charged for Hourly Planning Accounts:    $250
 
 
 
Prepared By: Pete Woodring