Samuel P. Varano, Cfp® Email & Phone Number

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.

Listed skills include Certified Financial Planner, Portfolio Management, Wealth Management, Institutional Investors, and 46 others.