"Why did I become an advisor?" Josh found his place in financial planning to utilize his natural skills and to provide people with assistance preparing for their financial goals.
"Why did I join Cypress?" Josh decided to join Cypress Financial Consultants to help people navigate their lives with greater peace of mind. He recognizes that it’s not just money he’s helping people with, but their goals and dreams. Using an empathic approach, Josh is dedicated to finding cutting edge strategies available to help his clients out.
Josh has a love for classic rock music. His favorite groups include the Beatles, Led Zeppelin and Bruce Springsteen. He’s a big NY Giants and NY Mets fan and has enjoyed several games live with his father, Fred Cyprys. Josh is currently engaged to his long-time girlfriend, Kayla Smith, an animal lover currently studying for her Vet Tech degree. Josh has the privilege of working closely with his father, Fred Cyprys, who has provided the community with over 40 years of financial planning services using an empathic approach, one that Josh works hard to emulate.
Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)
Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities and investment advisory services offered through Equitable 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.
Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.