I’m Paul Cipriano, the founder of Cipriano Wealth Management.
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. I offer comprehensive financial planning under a monthly subscription service.
I also combine financial planning with ongoing investment management services and charge fees based on the value of the assets managed (AUM).
I prioritize the development of your unique comprehensive financial plan as the foundation of our relationship. I am not singularly focused on gathering assets and refrain from managing investment portfolios unless we have developed a strategic plan for your assets.
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.
Would you like to connect? Book a 20 Minute Intro call on my online calendar at calendly.com/ciprianowealth.