Cypress Wealth Services Continues Growth by Opening Tustin Office and Adding Experienced Advisor Brad Arave, CFP®

PALM DESERT, Calif.–(BUSINESS WIRE)–lt;a href=”” target=”_blank”gt;#breakawayadvisorlt;/agt;–Cypress Wealth Services, LLC, an independent wealth management firm, has
announced that Brad Arave, CFP® has joined the firm as a Senior Vice
President and Financial Advisor. Brad will be working out of Cypress’s
new Orange County office in Tustin, CA.

“We feel very fortunate to attract talented advisors to Cypress Wealth
Services,” announced Mark Thatcher, a Partner at Cypress Wealth
Services. “Brad is a Certified Financial Planner™ who genuinely cares
for the success and well-being of his clients. His values and planning
approach make him a great fit for the firm.”

Brad Arave, CFP® was a Vice President at JP Morgan Chase Bank
where he managed over $90 million of client assets. Before his 7-year
tenure at JP Morgan Chase Bank, Brad was a financial advisor at Merrill
Lynch. “I am excited about this next chapter of my life,” Brad said.
“Being an independent advisor allows me to offer financial advice and
investment management that is free of conflict. Being a fiduciary is
important to how I want to work with my clients.”

With the addition of Brad, Cypress Wealth Services expands into the
Orange County, CA marketplace. Cypress Wealth Services plans on adding
more advisors in Orange County in the coming year.

Cypress’s Tustin office is located at 17581 Irvine Blvd, Suite 208,
Tustin, CA 92780. Brad Arave can be reached at 714.820.9150 or at

About Cypress Wealth Services

Cypress Wealth Services Group is an independent RIA firm providing
financial planning and investment management to high net worth
individuals, families, business owners, and institutions. Cypress Wealth
Services is comprised of professionals with diverse backgrounds and
extensive experience and qualifications. Cypress Wealth Services is
uniquely qualified to serve a broad range of client needs. Their
experience and expertise act as a foundation for their client service
process, The Second Growth, which focuses on efficiently protecting,
growing, and transferring to their loved ones the wealth and legacy a
person has already built. With offices in Palm Desert, CA , Tustin, CA
and Anchorage, AK the firm serves clients across the country. Wealth
Management Services, Fiduciary Services, 401(k) Design and Management,
Investment Reporting Services, Financial and Retirement Planning and
more. For more information: visit or
call 760.834.7250.

Press Release provided as information only and should not be considered
investment, tax or legal advice or a recommendation to buy or sell any
type of investments. Form ADV contains important information about the
advisory services, fees, business, and background and experience of
advisory personnel. Form ADV publicly available:


Erik Mora, 949.751.7407