LPL Financial announced that financial advisor Brian Lubel has affiliated with LPL Financial’s supported independence model, LPL Independent Advisor Network. The affiliation supports his existing independent practice, Cypress Point Wealth Partners.
Lubel reported serving approximately $175 million in advisory, brokerage, and retirement plan assets. He joins LPL from MML Investors Services, a subsidiary of MassMutual.
Based outside Orlando, Florida, Lubel founded Cypress Point Wealth Partners to provide planning-focused and relationship-driven financial guidance. His client base includes business owners and driven professionals.
Lubel built his practice from the ground up, initially serving young professionals and expanding through referrals and long-term client relationships. His approach begins with a discovery process focused on understanding each client’s goals, priorities, and overall fit.
Cypress Point Wealth Partners emphasizes ongoing engagement, accessibility, and forward-looking financial planning. Lubel tailors service levels based on individual client needs while maintaining a consistent focus on long-term financial goals.
After a period of due diligence, Lubel chose to affiliate with LPL Independent Advisor Network to strengthen his independence while gaining integrated support aligned with his future vision. He is supported by an associate financial advisor and two client services specialists.
Through LPL Independent Advisor Network, advisors operate within an integrated support model that includes a peer community, experienced guidance, and dedicated regional teams. Advisors also receive support across transition execution, growth coaching, consulting, operations, compliance, and administration.
Lubel said LPL’s scale, technology, and forward-looking capabilities will help streamline his business and support continued growth. He pointed specifically to areas such as AI and practice management as tools that can help the firm operate more efficiently.
KEY QUOTES:
“We pride ourselves on being planning-focused and client-centered. Our goal is to build meaningful relationships, understand what matters most to our clients and deliver guidance that supports their long-term financial goals.”
“As my business has grown, I’ve been focused on finding ways to operate more efficiently and better serve my clients. LPL’s scale, technology and forward-looking capabilities — particularly in areas like AI and practice management — will help streamline my business and position us for continued growth.”
Brian Lubel, Founder of Cypress Point Wealth Partners
“We welcome Brian to LPL. His commitment to planning-focused, client-centered advice aligns with LPL’s purpose to empower advisors with the independence, technology and support they need to run thriving practices. We look forward to supporting Brian and Cypress Point Wealth Partners as they continue to grow.”
Marc Cohen, Chief Growth Officer at LPL
