Broker Check
Michael Leone

As a financial consultant since 2005, I have been able to build a career due to a skill set that is well suited for this profession. Above anything else, a professional must embody an ethos to serve clients and put their needs first. One must listen and be able to discern exactly what a client wants. A good consultant must also be a student of the markets and understand the history of why and how we got to where we are today. Having perspective and being able to communicate that vision is vital in gaining trust. Confidence is required. Being able to lead is imperative.  

This profession provides me with a unique position to build strong bonds with some truly wonderful people. It has become a personal mission of mine to make my clients feel like family. By encouraging an open line of communication, I hope to constantly be on top of each of my client’s ever changing needs. Whether it’s saving for their future or protecting their loved ones, I will be here to help them meet their goals.

Having grown up in Auburn, NY to a family of 2nd generation immigrants, my story is very similar to others in Central New York. Hard work and service were instilled at a young age. Opportunity led me to Silicon Valley for my high school years. Good fortune landed me at a school with a national recognized wrestling team. Having found success in the sport, I wrestled for Syracuse University until the team was cut due to Title IX. I continued wrestling and transferred to Edinboro University of Pennsylvania. Graduating with a degree in Business Administration, Pittsburgh became my home for 2 years. After spending so much time away from home, I decided to move back to CNY to be closer to family. I haven’t looked back since. Currently I enjoy an active lifestyle and count the following activities as important aspects of my life: Brazilian Jiu Jitsu, fishing, carpentry, weightlifting, travel, skiing & snowboarding.

Why did I join Cypress? Joining Cypress Financial Consultants has allowed me to align myself with a group of like-minded and respected professionals focused on building wealth for our clients. Collectively we share ideas and strategies allowing us to stay on top of an ever-changing landscape of investments options. We also collaborate on how to utilize sophisticated financial planning tools designed to better educate our clients on what they could face in the future. Together we are stronger. Leverage our expertise and discover how we can help you too.

CA Insurance License #4265804

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.

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