<b>Fred</b> <b>Cyprys, CFP®, ChFC, CLU</b>

Fred Cyprys, CFP®, ChFC, CLU

Managing Director and Financial Coach

PROFESSIONAL EXPERIENCE

In 1980, Fred began his career in Financial Consulting with Equitable Advisors. Since then, he has held a number of leadership and management roles within the company.   Fred is responsible for hiring and training many of the top level managers and associates within the company.   He is a nationally recognized and awarded leader that has transitioned that success into working with his personal clients.

In 2001, Fred created Cypress Financial Consultants to bring a team of advisors and staff  together to better serve their clients.   He has been able to build the organization to become a member of the Paramount Planning Group, a division of Equitable Advisors that recognizes the top 5% of all Equitable Advisors financial professionals across the country. He is also a member of the Equitable Advisors Elite Producer Group.

Fred specializes in working with small business owners, the self-employed, and professionals.   He sincerely enjoys helping solve issues that his clients face when making decisions around investments, insurance,  the challenges business owners face, and estate planning strategies.  

Fred entered the Equitable Hall of Fame in 1991 and is a Golden Life Award Recipient.   He was recognized as a National Honor Associate by his peers, which epitomizes the Equitable standard of professional achievement.  His work has been published in several industry articles and books. 

 

EDUCATION

•A 1991 Recipient of the Certified Financial Planner Designation
•Earned his ChFC and CLU designations from the American College
•Series 7, 66, 24 and NYS Life, Health & Disability Insurance Licenses

 

PERSONAL

Fred resides in Webster, NY (and parts of Florida in the winter).  He’s the proud father of two sons, Josh and Jake, that share his passion for the New York Mets and NY Giants.  You can find Fred at Midvale Country Club (where he is a past President), Innisbrook FL, and many other courses golfing with his friends and enjoying life. 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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Phone 585.475.8401
Fax 585.292.1569
Mobile Phone 585.750.FRED