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Woodring is founding partner of San Francisco Bay area Cypress Partners, a fee-only wealth consulting practice that provides personalized, comprehensive services that help retirees and busy professionals to enjoy life free of financial concern.
A boutique firm with institutional resources, Cypress specializes in sophisticated, creative and practical approaches to achieve wealth objectives while saving both time and money. Woodring describes Cypress' role as a "personal CFO", a financial concierge who coordinates all aspects of clients' financial affairs.
No matter what happens to the DOL conflict-of-interest rule, several changes have already kicked in, and that’s good news for retirement savers.
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