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Benjamin Pitts

Principal, Business Development

Cypress Financial Planning

United States, Colorado, Denver

About Me

Ben joined Cypress Financial Planning to further extend the organization’s unique capabilities to new clients. Ben was drawn to Cypress because of the firm’s passionate commitment to the highly analytical, thoughtful financial and investment planning and advice its people strive to consistently deliver. Prior to Cypress, Ben received an MBA Fellowship from Goldman Sachs while studying at the University of Virginia. Ben continued as a wealth advisor at Goldman Sachs to wealthy families and foundations until joining Cypress in 2012. His professional background includes business development and consulting roles with Fortune 500 companies including Eli Li

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Profile Information

Principal, Business Development

Cypress Financial Planning

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Denver

Colorado

United States

Sep 16, 2024

Work Experience

Cypress Financial Planning

Principal, Business Development
May 2012 - Present
Email: ben.pitts@cypressplanning.com

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