Insights

Growing Investment Assets Cypress Financial Planning has recently increased its investment portfolio with notable stakes in innovative ETFs such as the Innovator U.S. Equity Power Buffer ETF, indicating active asset management and potential openness to diversified investment products and advanced financial instruments.

Market Segment Focus Positioned within the investment management industry alongside large competitors like Charles Schwab and Fidelity, Cypress targets affluent individuals and families seeking personalized, long-term financial planning and investment strategies, offering opportunities for premium financial solutions.

Technology Utilization Using a diverse tech stack including MySQL, jQuery, and SEO tools, Cypress emphasizes online presence and data management, suggesting an openness to innovative, tech-driven financial services and digital investment platforms that could enhance client engagement.

Growth and Expansion With a revenue range of 10 to 25 million dollars and recent hires of experienced financial planners like Kurt from Morgan Stanley, Cypress is positioned for expansion, presenting opportunities to offer scalable service solutions and advanced financial planning technologies.

Client-Centric Approach Cypress emphasizes personalized guidance for clients concerned about complex financial decisions, opening avenues for tailored financial software, client engagement tools, and advisory platforms that reinforce their commitment to long-term advisor relationships.

Cypress Financial Planning Tech Stack

Cypress Financial Planning uses 8 technology products and services including Plupload, MySQL, Element UI, and more. Explore Cypress Financial Planning's tech stack below.

  • Plupload
    Data Management
  • MySQL
    Database
  • Element UI
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Gravity Forms
    Web Platform Extensions
  • prettyPhoto
    Web Tools And Plugins
  • TouchSwipe
    Web Tools And Plugins

Cypress Financial Planning's Email Address Formats

Cypress Financial Planning uses at least 1 format(s):
Cypress Financial Planning Email FormatsExamplePercentage
First.Last@cypressplanning.comJohn.Doe@cypressplanning.com
45%
First@cypressplanning.comJohn@cypressplanning.com
5%
Fir.Last@cypressplanning.comJoh.Doe@cypressplanning.com
5%
First.Last@cypressplanning.comJohn.Doe@cypressplanning.com
45%

Frequently Asked Questions

Where is Cypress Financial Planning's headquarters located?

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Cypress Financial Planning's main headquarters is located at 400 White Horse Pike Haddon Heights, New Jersey 08035 United States. The company has employees across 1 continents, including North America.

What is Cypress Financial Planning's phone number?

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You can contact Cypress Financial Planning's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cypress Financial Planning's official website and social media links?

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Cypress Financial Planning's official website is cypressplanning.com and has social profiles on LinkedIn.

What is Cypress Financial Planning's SIC code NAICS code?

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Cypress Financial Planning's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Cypress Financial Planning have currently?

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As of February 2026, Cypress Financial Planning has approximately 10 employees across 1 continents, including North America. Key team members include Chief Investment Officer: E. P.Managing Partner: K. R.Principal: B. P.. Explore Cypress Financial Planning's employee directory with LeadIQ.

What industry does Cypress Financial Planning belong to?

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Cypress Financial Planning operates in the Investment Management industry.

What technology does Cypress Financial Planning use?

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Cypress Financial Planning's tech stack includes PluploadMySQLElement UIjQueryYoast SEOGravity FormsprettyPhotoTouchSwipe.

What is Cypress Financial Planning's email format?

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Cypress Financial Planning's email format typically follows the pattern of First.Last@cypressplanning.com. Find more Cypress Financial Planning email formats with LeadIQ.

When was Cypress Financial Planning founded?

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Cypress Financial Planning was founded in 2009.

Cypress Financial Planning

Investment ManagementNew Jersey, United States2-10 Employees

We are uniquely qualified to provide investment management and financial planning counsel to individuals and families.  Our clients have chosen to partner with us because they care about their financial future and recognize the value of having a long-term advisor to simplify the decision making process in today's complex financial world.



Information that appears on our social media accounts should not be construed as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services over the internet and should not be acted upon without obtaining specific advice from a qualified professional.
Any third-party links shared on our social media accounts are not intended to imply that we, or our employees, endorse, sponsor, promote, and/or are affiliated with the owners of or participants on those sites or endorses any information contained on those sites unless expressly stated otherwise. We have no control over how third-party websites use the information you share.

Section iconCompany Overview

Headquarters
400 White Horse Pike Haddon Heights, New Jersey 08035 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Cypress Financial Planning's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Cypress Financial Planning's revenue is estimated to be in the range of $10M$25M

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