Advisor at Cipriano Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cipriano Wealth Management LLC
Location
Whippany, NJ
Credentials
CFP®
Industry experience
30 years
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.
0.65%- 0.85%
$200 - $400
Whippany, NJ
New Jersey
Cipriano Wealth Management LLC
2021 - Present (5 years)
Credit Suisse Securities (USA) LLC
2018 - 2021 (3 years)
Citibank, NA
2017 - 2018 (1 year)
Citigroup
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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