Paul Cipriano, CFP®, MBA Cipriano Wealth Management, LLC

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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.

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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

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