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Evan Powers

Chief Investment Officer

Cypress Financial Planning

United States, Virginia, Charlottesville

About Me

Evan is an experienced financial professional who provides comprehensive financial planning and investment management services to individuals, families, and small institutions. He opened and manages the Virginia office of Cypress Financial Planning, a Registered Investment Advisor (RIA) based in Haddon Heights, New Jersey. His financial plans for clients draw from a decade's worth of experience in active investment management, both on the trading floor and as a founder and manager of two private investment funds. Evan has a deep understanding of a wide variety of financial products and strategies, and he relishes the opportunity to share his knowledge with clients and help them meet their

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Profile Information

Chief Investment Officer

Cypress Financial Planning

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charlottesville

Virginia

United States

Jul 31, 2024

Work Experience

Cypress Financial Planning

Chief Investment Officer
Dec 2013 - Present
Email: evan.powers@cypressplanning.com

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