Paul Cipriano, CFP®, MBA Cipriano Wealth Management, LLC
- 256 Columbia Tpke, Suite 101, Florham Park, NJ 07932
- (973) 463-4220
- http://www.ciprianowealth.com/
About Paul Cipriano, CFP®, MBA
I’m Paul Cipriano, the founder of Cipriano Wealth Management.
I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers on portfolio management, investment strategy and market risk. I combine that experience with my training as a CFP® professional to help middle- and high-income families from working class backgrounds achieve their personal financial goals.
I decided to launch Cipriano Wealth Management as a fee-only, independent registered investment advisor to eliminate the inherent conflicts of interest that investors are often forced to accept when engaging with a financial advisor. We offer comprehensive financial planning under a flat fee structure.
We also combine financial planning with ongoing investment management services and charge fees based on the value of the assets managed (AUM).
We prioritize the development of your unique comprehensive financial plan as the foundation of our relationship. We are not singularly focused on gathering assets and refrain from managing investment portfolios unless we have worked with our clients to develop a strategic plan for their assets.
Would you like to connect? Book a 20 Minute Intro call on my online calendar at calendly.com/ciprianowealth.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Career Changers
- Gen X
- Investment Planning & Management
- Mid-Career Professionals
Ways Advisor Charges
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Flat Fee: $2000+/engagement
- Hourly Fee: $200+/hr
- Assets Under Management: 0.85%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
