Peter is the Founding Principal of Cypress Partners, a Registered Investment Advisor (RIA), and Lifestyle Wealth Consultant. His distinctive approach helps his clients build upon prudent financial decisions so they can move ahead in life with clarity and confidence.
Cypress Partners defines wealth not as being based on net worth, but rather on happiness, health, peace of mind and the luxury of doing what you want, when you want and how you want. By creating a realistic financial roadmap for his clients, Peter helps them view the big picture of how short- and long-term lifestyle goals can secure a solid financial future.
Before focusing on the adult world of asset allocation and tax strategies, Peter’s passion was soccer and he was determined to reach the pinnacle of his sport. His dedication to the game led him to achievements of three-time captain at U.C. Berkeley, the second American to play in the German Bundesliga and a member of the U.S. National Team.
Peter embraces the strength of a powerful mind and what one can accomplish with focused concentration and personal effort. He knows from personal experience that performance on a professional stage requires discipline, determination, guts, confidence and resilience.
Peter strongly believes that athletic talent should not be inhibited by economics which can become a barrier to those athletes wishing to compete at the highest level. He’s devoted to the mission of providing opportunities for peak performance to those with limited resources. That’s why he lends his financial knowledge and expertise to Protex Sports Foundation as an active Board member. Peter is also a founding member of The Real Game (TRG.org) a 501 (c) (3) organization dedicated to supporting professional athletes transitioning from a professional sports career into a life outside of sports.