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Pete Woodring, RIA

Founding Partner, Cypress Partners

Ph: 415.785.3635
E-mail: pete@cypresspart.com
www.cypresswealth.com

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.

Latest Features

Building Wealth
November 2016

Why Reverse Mortgages are Worth a Look

Once an expensive and risky strategy, tapping your home equity might now be a smart retirement planning move.

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Building Wealth
October 2016

Is the Financial Advice You're Getting a Trick or Treat?

Don't get tricked by Wall Street; know the difference between a broker and a financial adviser.

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Building Wealth
August 2016

Should You Pay More for Financial Advice Simply Because You Have More?

Consider paying a flat fee instead of the assets under management fee charged by many financial advisers.

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Building Wealth
July 2016

Post-Brexit, What Should Investors Do?

Even if this turns out to be the "black swan" event of the decade, it shouldn't change your long-term strategy.

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Building Wealth
May 2016

4 Money Lessons for NFL Draft Picks—and New College Grads

Real-world rookies face the same financial challenges regardless of how much (or little) they earn. Here's how to score lifetime returns.

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Building Wealth
May 2016

How to Protect Your Portfolio Against Black Swans

Unpredictable macro events can roil financial markets. You need the right mindset for dealing with such big shocks.

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Building Wealth
April 2016

6 Keys to Successful Investing

If you adhere to these fundamental principles, your chances of achieving your long-term financial goals are great.

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Building Wealth
March 2016

Is China a Scapegoat or Real Market Threat?

We have become so focused on China that news from across the Pacific has an immediate impact on our capital markets, but a number of global challenges are also at play.

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Building Wealth
December 2015

A Comprehensive Guide to Your Year-End Financial Planning

We put so much emphasis on the return of our investments, but often neglect the ins and outs of estate planning, taxes, insurance, and retirement funds. Not here.

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Building Wealth
October 2015

How to Use the Bucket Approach to Make Your Retirement Savings Last

The idea is to set up three or more “buckets” with different asset classes and different time horizons for liquidating the funds. It will stretch your money over a longer period.

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Building Wealth
September 2015

Know the Difference Between a Broker and a Registered Investment Adviser

Their roles and responsibilities to you as a client are as different as night and day.

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Building Wealth
September 2015

The Parent Trap: College Debt

The cost of sending your child to a four-year university is outpacing overall inflation by alarming rates. The time to start planning for your child's college costs is, well, yesterday.

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Building Wealth
July 2015

Manage Your Wealth Like a Sports Franchise

With “Strength in Numbers,” you can find a winning formula.

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Building Wealth
June 2015

The Investor’s Dilemma: Active, Passive, or Asset-Class Investing?

It’s a decision that warrants the investor’s time and due diligence, because, ultimately, your wealth is at stake and the wrong move could be costly.

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Building Wealth
June 2015

Strategies for Boosting Social Security Benefits

These little-known keys can open the door to thousands more in annual retirement benefits

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