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Lance B

Series 63, Series 65

Monroe, WA

XYPN Sapphire

Lance Best is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for a decade before joining XYPN Sapphire and Best Investment Group, LLC. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and employs a combination of discretionary and non-discretionary management, with a structural model that supports affiliated advisors and includes a pilot program for digital asset management.

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