Samuel P. Varano, Cfp® Email and Phone Number
Samuel P. Varano, Cfp® work email
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Samuel P. Varano, Cfp® personal email
Mobile: 610-413-8230 - www.cypresswealthpartners.comSamuel P. Varano CFP®, Founder and President of Cypress Wealth Partners, is an experienced CERTIFIED FINANCIAL PLANNER™ (CFP®) who brings more than 20 years of experience in financial planning, investment management, tax management, client relations, and comprehensive wealth management to his clients. Sam earned his CFP® designation in 2010 and has been a CFP® professional for 14 years.Cypress Wealth Partners is committed to delivering financial planning and investment management services with the utmost care and responsibility to a discerning group of individuals and families.Our focus is on providing a level of service that rivals that of a family office, as well as offering guidance, education, and informed recommendations to help our clients work towards financial security and peace of mind. Sam has extensive experience working with clients through the process of comprehensive financial planning enabling them to see their potential for retirement as well as what changes need to occur to work towards their goals and dreams for their families as well as professionally. Additionally, Sam is committed to driving deep and meaningful relationships with his clients.He would be delighted to engage with you and discuss how our financial planning process and wealth management services can be tailored to suit your unique needs and circumstances.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron's publishes these rankings annually, most recently in September 2023.Investment advice offered through Private Advisor Group, a registered investment advisor.
Cypress Wealth Partners
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- cypresswealthpartners.com
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- 3
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President And FounderCypress Wealth PartnersPhiladelphia, Pa, Us
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Certified Financial Planner / Investment AdvisorPrivate Advisor Group Apr 2023 - PresentMorristown, Nj, UsFounded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $35.2 billion in assets under management as of June 30, 2024, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.* Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.Investment advice offered through Private Advisor Group, a registered investment advisor. -
President And FounderCypress Wealth Partners Apr 2023 - PresentCypress Wealth Partners is powered and supported by the robust team and institutional resources of the Registered Investment Advisor, Private Advisor Group. Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $35.2 billion in assets under management as of June 30, 2024, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.As part of the Private Advisor Group, Cypress Wealth Partners is committed to delivering financial planning and investment management services to a discerning group of individuals and families with the utmost care and responsibility.Our focus is on providing a level of service that rivals that of a family office and offering guidance, education, and informed recommendations to help our clients work towards financial security and peace of mind.Please visit our website for more information www.cypresswealthpartners.com Investment advice offered through Private Advisor Group, a registered investment advisor.* Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.
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Financial AdvisorMercer Advisors Feb 2012 - Mar 2013Denver, Colorado, Us -
Investment Advisor AssociateWebsterrogers Financial Advisors, Llc Mar 2010 - Nov 2011Florence, Sc, Us -
AnalystHirtle, Callaghan & Co. Jul 2006 - Sep 2009West Conshohocken, Pa, Us -
Investment Associate At Vanguard Asset Management & Trust ServicesVanguard Jan 2004 - Jul 2005Valley Forge, Pa, Us
Samuel P. Varano, Cfp® Skills
Samuel P. Varano, Cfp® Education Details
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Indiana University Of PennsylvaniaFinance -
The American College Of Financial ServicesCfp® Certification Education
Frequently Asked Questions about Samuel P. Varano, Cfp®
What company does Samuel P. Varano, Cfp® work for?
Samuel P. Varano, Cfp® works for Cypress Wealth Partners
What is Samuel P. Varano, Cfp®'s role at the current company?
Samuel P. Varano, Cfp®'s current role is President and Founder.
What is Samuel P. Varano, Cfp®'s email address?
Samuel P. Varano, Cfp®'s email address is sv****@****dus.com
What schools did Samuel P. Varano, Cfp® attend?
Samuel P. Varano, Cfp® attended Indiana University Of Pennsylvania, The American College Of Financial Services.
What are some of Samuel P. Varano, Cfp®'s interests?
Samuel P. Varano, Cfp® has interest in Skiing, Global Financial Markets, Running, Golf, Fishing.
What skills is Samuel P. Varano, Cfp® known for?
Samuel P. Varano, Cfp® has skills like Certified Financial Planner, Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan Consulting, Retirement Income Strategies, Asset Management.
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