Jim Bray, Cfp®
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Jim Bray, Cfp® Email & Phone Number

Creating Steady Income Streams for Clients - CFP Wealth Advisor at Cypress Wealth Services
Location: Newport Beach, California, United States 6 work roles 1 school
1 work email found @seia.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Cypress Wealth Services
Role
Creating Steady Income Streams for Clients - CFP Wealth Advisor
Location
Newport Beach, California, United States
Company size
15 employees

Who is Jim Bray, Cfp®? Overview

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Quick answer

Jim Bray, Cfp® is listed as Creating Steady Income Streams for Clients - CFP Wealth Advisor at Cypress Wealth Services, a company with 15 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at seia.com and a matched LinkedIn profile for Jim Bray, Cfp®.

Jim Bray, Cfp® previously worked as Wealth Advisor at Steelpeak Wealth and Financial Advisor at Signature Estate & Investment Advisors, Llc. Jim Bray, Cfp® holds Bachelor Of Applied Science (B.A.Sc.), Biology, General from University Of California, Santa Cruz.

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Email format at Cypress Wealth Services

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Profile bio

About Jim Bray, Cfp®

With over two decades of experience as a Certified Financial Planner (CFP) Wealth Advisor, I am proud to bring my expertise to Steelpeak Wealth Management, where I specialize in serving high net worth individuals. Having worked for two major Wall Street firms, I have gained invaluable insights into the financial industry and use my knowledge to provide exceptional service and advice to my clients.I began my career in finance in 2004 at Morgan Stanley, where I quickly rose through the ranks to become a First Vice President in under five years. I continued to build on this success and in 2010, I joined Wells Fargo Advisors as a Senior Vice President. In 2017 I joined an independent RIA named Signature Estate & Investment Advisors. This has allowed me to provide even more personalized service to my clients, and to help them achieve their financial goals with greater flexibility and independence.I hold a Bachelor of Science degree in Biology from UC Santa Cruz and earned my CFP designation in 2007. My expertise in financial planning, portfolio management, and risk assessment has helped countless high net worth individuals achieve their financial objectives and secure their financial future.In my personal life, I am a devoted family man who has raised four incredible children. I take great pride in their academic and athletic achievements, and enjoy supporting them in their various activities on the weekends. As a passionate surfer, I believe in the importance of staying physically and mentally healthy, and I find that spending time in the ocean is one of the best ways to do so.Overall, my career in finance and my personal passions have taught me the value of hard work, dedication, and balance. I am committed to providing my clients with the knowledge and guidance they need to make informed financial decisions and to achieve their financial goals.

Listed skills include Finance, Asset Allocation, Portfolio Management, Mutual Funds, and 3 others.

Current workplace

Jim Bray, Cfp®'s current company

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Cypress Wealth Services
Cypress Wealth Services
Creating Steady Income Streams for Clients - CFP Wealth Advisor
Newport Beach, CA, US
Website
cypressws.com
Employees
15
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6 roles

Jim Bray, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Steelpeak Wealth

Newport Beach, California, United States

As a Certified Financial Planner (CFP) and Wealth Manager, my primary role is to help clients achieve their financial goals and secure their financial future. I specialize in creating customized financial plans, creating income streams for retirees, managing portfolio risk assessment, and utilizing various investment strategies to help clients maximize.

May 2023 - Present

Financial Advisor

Signature Estate & Investment Advisors, Llc

610 Newport Center Drive, Suite 300 Newport Beach CA 92660

➤ WHAT WE DO:We will spend a significant amount of time getting to know one another—your hopes, fears, goals, and what matters most to you. In this part of the process, we will discover what your struggles are. What types of solutions are you looking for. We will help educate you. We look at your budget. Do you account your expenses? Do you have a budget?.

Jul 2017 - May 2023

Vice President And Financial Advisor

Morgan Stanley

Monarch Beach, CA

Mar 2004 - Sep 2010
Team & coworkers

Colleagues at Cypress Wealth Services

Other employees you can reach at cypressws.com. View company contacts for 15 employees →

BA Brad Arave, Cfp® Brad Arave, Cfp® Colleague at Cypress Wealth Services Orange County, California, United States, United States View → LE Lee Ellen Walker Redd Lee Ellen Walker Redd Colleague at Cypress Wealth Services Palm Desert, California, United States, United States View → GF Greg Frech, Crpc® Greg Frech, Crpc® Colleague at Cypress Wealth Services Palm Desert, California, United States, United States View → MK Marc Koven Marc Koven Colleague at Cypress Wealth Services Palm Desert, California, United States, United States View → DT David Thatcher, Cfp® David Thatcher, Cfp® Colleague at Cypress Wealth Services Los Angeles Metropolitan Area, United States View → JN Jason Nettleton Jason Nettleton Colleague at Cypress Wealth Services Palm Desert, California, United States, United States View → CR Chris Risenmay, Cfp® Chris Risenmay, Cfp® Colleague at Cypress Wealth Services Palm Desert, California, United States, United States View → JW Jim Watson Jim Watson Colleague at Cypress Wealth Services Los Angeles, California, United States, United States View → RB Ross Biesinger Ross Biesinger Colleague at Cypress Wealth Services Palm Desert, California, United States, United States View →
1 education record

Jim Bray, Cfp® education

FAQ

Frequently asked questions about Jim Bray, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jim Bray, Cfp® work for?

Jim Bray, Cfp® works for Cypress Wealth Services.

What is Jim Bray, Cfp®'s role at Cypress Wealth Services?

Jim Bray, Cfp® is listed as Creating Steady Income Streams for Clients - CFP Wealth Advisor at Cypress Wealth Services.

What is Jim Bray, Cfp®'s email address?

AeroLeads has found 1 work email signal at @seia.com for Jim Bray, Cfp® at Cypress Wealth Services.

Where is Jim Bray, Cfp® based?

Jim Bray, Cfp® is based in Newport Beach, California, United States while working with Cypress Wealth Services.

What companies has Jim Bray, Cfp® worked for?

Jim Bray, Cfp® has worked for Cypress Wealth Services, Steelpeak Wealth, Signature Estate & Investment Advisors, Llc, Integrated Wealth Management, and Wells Fargo Advisors.

Who are Jim Bray, Cfp®'s colleagues at Cypress Wealth Services?

Jim Bray, Cfp®'s colleagues at Cypress Wealth Services include Brad Arave, Cfp®, Lee Ellen Walker Redd, Greg Frech, Crpc®, Marc Koven, and David Thatcher, Cfp®.

How can I contact Jim Bray, Cfp®?

You can use AeroLeads to view verified contact signals for Jim Bray, Cfp® at Cypress Wealth Services, including work email, phone, and LinkedIn data when available.

What schools did Jim Bray, Cfp® attend?

Jim Bray, Cfp® holds Bachelor Of Applied Science (B.A.Sc.), Biology, General from University Of California, Santa Cruz.

What skills is Jim Bray, Cfp® known for?

Jim Bray, Cfp® is listed with skills including Finance, Asset Allocation, Portfolio Management, Mutual Funds, Financial Services, Asset Management, and Retirement Planning.

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