Cypress Partners | Financial Advisor in Ross ,CA

23 Ross Common 4B
PO Box 1428
Ross, CA 94957
Phone: (415) 785-3635

Your Life. Your Plan. Our Guidance


About

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
Firm Start Year:   2008
No.of Employees:   2-4
Insurance License#:   0I21051
States Licensed in:   CA
Qualifications & Memberships
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


Board Positions
Organization:  Protex Sports Foundation  San Jose
Position :  Board Member
Duration :  January 2013-Currently holding


Education
Bachelor of Arts  - Business   Berkeley  - Berekely, CA
September 1986-June 1991



FAQs

  • Do you have a customer satisfaction or refund policy? Clients can terminate their relationship with us at any point in time. We are fee only advisors, and charge quarterly, so if a client leaves mid quarter, they will only be charged for the time that their assets were under our management.
  • What are your qualifications? What is your education background? I am a registered series 65 investment advisor representative (IAR), and have a B.A. from the University of California, Berkeley.
  • What is your approach to financial planning? Financial planning includes saving and investing for future lifestyle needs and desires. Understanding your balance sheet, cash flows, lifestyle requirements and goals and legacy intentions allows us to dedicate assets to specific asset classes (cash, fixed income and equities) for specific purposes (liquidity, intermediate and longer term income and growth) to match your needs.
  • What services do you offer? We offer financial planning, investment counsel and advanced planning. The financial planning drives how portfolios are engineered, and the advanced planning (estate, tax, insurance, etc. planning) ensures that assets are optimized and protected.
  • How many clients do you currently manage? We have 60 clients, and over 200 accounts.
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Pete Woodring

Pete Woodring

Biography


Peter co-founded Cypress Partners because he knew there was a better way to help
people make successful wealth management decisions. During his tenure with U.S.
Trust company, he was exposed to product-driven sales approaches and valuable
client-centric services. Inspired by the latter, he was set on building a new kind of
organization, one devoted to client advocacy, and to comprehensive wealth planning.

Peter takes great pride in offering objective and transparent solutions to individuals
and families that need collaborative planning in managing the complexities of
generational family wealth. Peter works closely with clients to coordinate all aspect of
their financial strategy by acting as their family CFO. His goal is to give clients the
comfort of knowing that the financial aspects of their lives are diligently managed by
estate attorneys, CPAs, insurance specialists and other experts they can trust.

Born into the business, Peter benefits from a lifetime of wealth planning knowledge
learned from his father and co-founder,Doug Woodring, who has been consulting with
successful families in the San Francisco Bay area for several decades. Working
together, they bring multi-generational expertiseto their clients. As a successful
entrepreneur, investor and relationship manager, Peter brings valuable insight and
resources to a wide range of clients who appreciate the personal attention and the
collaboration of planning professionals that the firm offers.

Communities Served

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

News & Events


Money for Nothing
When: 01/21/2014
Details:Film Screening at the Lark Theater in Larkspur at 7:30pm. 100 years after its creation, the power of the Federal Reserve has never been greater. Markets around the world hold their breath in anticipation of the Fed Chairman?s every word. Yet the average American knows very little about the most powerful financial institution on earth. Narrated by acclaimed actor Liev Schreiber, Money For Nothing: Inside The Federal Reserve is the first film to take viewers inside America?s central bank and reveal the impact of Fed policies ? past, present and future ? on our lives. As Ben Bernanke?s tumultuous tenure comes to a close, join Paul Volcker, Janet Yellen, and many of the world?s best financial minds as they debate the decisions that led the global economy to the brink of collapse and ask whether we might be headed there again. ...more


Money for Nothing
When: 01/21/2014 19:30 | By: Film Screening
Location: Lark Theater, Larkspur
Details:100 years after its creation, the power of the Federal Reserve has never been greater. The average American knows very little about the most powerful financial institution on earth.

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