{"id":979671,"date":"2026-07-08T10:06:38","date_gmt":"2026-07-08T14:06:38","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/"},"modified":"2026-07-08T10:06:38","modified_gmt":"2026-07-08T14:06:38","slug":"cypress-point-wealth-partners-joins-lpls-independent-advisor-network","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/","title":{"rendered":"Cypress Point Wealth Partners Joins LPL\u2019s Independent Advisor Network"},"content":{"rendered":"<div class=\"mw_release\">\n<p>SAN DIEGO, July  08, 2026  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=m-VpJE8eiBGd5UMKlnpvBv8_wynkxTaL-6Kdd9b9nuY5Lg0p4wvYNM4AbmDP0iRQvfcblQsNYsd4eVaV6qGkkQ==\" rel=\"nofollow\" target=\"_blank\"><u>LPL Financial LLC<\/u><\/a>\u00a0announced today that financial advisor Brian Lubel, CFP\u00ae, CLU\u00ae, ChFC\u00ae, has affiliated with LPL Financial\u2019s supported independence model, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=Tu6CfVTdO6G2752RLp0qAh_qFnOQxIBqJ1ryIWWwzHTKi1pFyo3A5QSHlTUpQhH5NOtXgkgzBtcu7S-DUJRiTWeRzOwW3RpJe9ACzUMcJJlLghy9ykHLyd3KI3j_yGtoCO8K8l6t4gvGjMO6cy3BoH2mzUusbOrkrnruPpkyhIw3TpZAibB-KKnVRPQvUMA9nWe5ZIZmjc1X_1JNdf54mcu5Va9rCG2ZgZtrkVjludo=\" rel=\"nofollow\" target=\"_blank\"><u>LPL Independent Advisor Network<\/u><\/a>, to support his existing independent practice, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=msV-GzAyxzThzb2Buy28Iw77o57ssuu7rk_C43P85kuSbGiGw8-QlNgl0OAa05QQWgnV8RlowcHAkvx44MDDKKbHy0SJX1s9ji8pGM38oPskmNbTndyqwinmhz5N7vGG\" rel=\"nofollow\" target=\"_blank\"><u>Cypress Point Wealth Partners<\/u><\/a>. He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual.<\/p>\n<p>Based outside Orlando, Fla., Lubel founded Cypress Point Wealth Partners to deliver planning-focused, relationship-driven financial guidance. With a client base that includes business owners and driven professionals, he has built his practice from the ground up, beginning with young professionals and growing through referrals and lasting relationships.<\/p>\n<p>Lubel takes a planning-centric approach, beginning each client relationship with a discovery process designed to understand goals, priorities and overall fit. He emphasizes ongoing engagement and accessibility, tailoring service levels based on individual client needs while maintaining a consistent focus on forward-looking financial planning.<\/p>\n<p>\u201cWe pride ourselves on being planning-focused and client-centered,\u201d Lubel said. \u201cOur goal is to build meaningful relationships, understand what matters most to our clients and deliver guidance that supports their long-term financial goals.\u201d<\/p>\n<p>\n        <strong>Why Cypress Point Wealth Partners Made the Move to LPL <\/strong>\u2014 <strong>and Why Now<\/strong><br \/>After a period of due diligence, Lubel chose to affiliate with LPL Independent Advisor Network to strengthen his existing independence while gaining more integrated support aligned with his future vision. Lubel is supported by his team of an associate financial advisor and two client services specialists.<\/p>\n<p>Through LPL Independent Advisor Network, advisors operate within an integrated support model that brings together a connected peer community, experienced guidance and dedicated regional teams. Advisors benefit from hands-on transition execution, growth coaching and consulting across key areas of the business, and ongoing operational, compliance and administrative support \u2014 enabling firms to move faster, operate more efficiently and grow on their own terms.<\/p>\n<p>\u201cAs my business has grown, I\u2019ve been focused on finding ways to operate more efficiently and better serve my clients,\u201d Lubel said. \u201cLPL\u2019s scale, technology and forward-looking capabilities \u2014 particularly in areas like AI and practice management \u2014 will help streamline my business and position us for continued growth.\u201d<\/p>\n<p>LPL Chief Growth Officer Marc Cohen, said, \u201cWe welcome Brian to LPL. His commitment to planning-focused, client-centered advice aligns with LPL\u2019s 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.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>Advisors, learn how LPL Financial can help <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=mH7Po-LPJsDwFSGcp_nDSQ7P6BOXhfSHHnaXy0KulPPVAvlU5ypv1PA_xs5Mesqa4H_GnzNrXvf2r0kAHn6IZU-8o0cwG8pc0Q_yVPPF1Vp9BqC6utg1oGFyBqt3RERF6pZygNyrqjf-AXHAt4GBcJes_XKLl5ooPp6ATnA-cpE=\" rel=\"nofollow\" target=\"_blank\"><u>take your business to the next level<\/u><\/a>.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=Aypmy1wojAn41wbvP122fdjHhrg2YDXmrJoKoc82-BGKNTg3LHZH-YBr9v_2VNJVv4Wy5-MBSqrrrvYYUHKzWw==\" rel=\"nofollow\" target=\"_blank\">www.lpl.com\/<\/a>.<\/p>\n<p>\n        <strong>Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor and broker-dealer, member FINRA\/SIPC.<\/strong>\u00a0<\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial.<\/p>\n<p>We routinely disclose information that may be important to shareholders in the \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=rbOR_DciDSdDw-vPxVWUTnGuGTvR7uwMcp1rPXo7QHJNWWO2kaP1jjtvqIxFEZ1SWPRynsC3xjIxDUehZCWBDDbZYXKDt8sjBSnyOp2Z0wY=\" rel=\"nofollow\" target=\"_blank\"><u>Investor Relations<\/u><\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=KPt81kxtEzNqlxeG1awvpjrmsiZ53mMraP2M0r3_lBEDUqDBxM_zNnIndAd5w7LstjJiav-DSYURRNTKpEPAV4-TfmPO4jCWIk9iOJ5y3Vxg0zQVJy7bCUcbWNEbbAUl\" rel=\"nofollow\" target=\"_blank\"><u>Press Releases<\/u><\/a>\u201d section of our website.<\/p>\n<p>\n        <em>*Value approximated based on asset and holding details provided to LPL from end of year, 2025.<\/em>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong>\u00a0<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=BGtPC7wkI1RR_IzhpRP48Jjq1NeCTi_tbjJdfD34NjIbVp4g1ox5MffWb2q5J6qyVJrWOAqHslPQsjDJWqTAdi23MvC-xwh4r6MK5xWmi5k3NnDTOm60e_k_Pcz1v--ygC8dczmgm5HVy7nqXwOUzQ==\" rel=\"nofollow\" target=\"_blank\"><u>Media.relations@LPLFinancial.com<\/u><\/a>\u00a0<\/p>\n<p>Tracking #1133505<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTc1ODQ4NSM3Njk1MzA4IzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/NThkMTZhMmItZjllNy00OGZkLTg0NzItYmI1NGNhNDkyNjc4LTEwMzA3MTMtMjAyNi0wNy0wOC1lbg==\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that financial advisor Brian Lubel, CFP\u00ae, CLU\u00ae, ChFC\u00ae, has affiliated with LPL Financial\u2019s supported independence model, LPL Independent Advisor Network, to support his existing independent practice, Cypress Point Wealth Partners. He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual. Based outside Orlando, Fla., Lubel founded Cypress Point Wealth Partners to deliver planning-focused, relationship-driven financial guidance. With a client base that includes business owners and driven professionals, he has built his practice from the ground up, beginning with young professionals and growing through referrals and lasting relationships. Lubel takes a planning-centric approach, beginning each &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Cypress Point Wealth Partners Joins LPL\u2019s Independent Advisor Network&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-979671","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cypress Point Wealth Partners Joins LPL\u2019s Independent Advisor Network - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cypress Point Wealth Partners Joins LPL\u2019s Independent Advisor Network - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that financial advisor Brian Lubel, CFP\u00ae, CLU\u00ae, ChFC\u00ae, has affiliated with LPL Financial\u2019s supported independence model, LPL Independent Advisor Network, to support his existing independent practice, Cypress Point Wealth Partners. He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual. Based outside Orlando, Fla., Lubel founded Cypress Point Wealth Partners to deliver planning-focused, relationship-driven financial guidance. With a client base that includes business owners and driven professionals, he has built his practice from the ground up, beginning with young professionals and growing through referrals and lasting relationships. 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He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual. Based outside Orlando, Fla., Lubel founded Cypress Point Wealth Partners to deliver planning-focused, relationship-driven financial guidance. With a client base that includes business owners and driven professionals, he has built his practice from the ground up, beginning with young professionals and growing through referrals and lasting relationships. Lubel takes a planning-centric approach, beginning each &hellip; Continue reading \"Cypress Point Wealth Partners Joins LPL\u2019s Independent Advisor Network\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/","og_site_name":"Market Newsdesk","article_published_time":"2026-07-08T14:06:38+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTc1ODQ4NSM3Njk1MzA4IzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Cypress Point Wealth Partners Joins LPL\u2019s Independent Advisor Network","datePublished":"2026-07-08T14:06:38+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/"},"wordCount":637,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTc1ODQ4NSM3Njk1MzA4IzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/cypress-point-wealth-partners-joins-lpls-independent-advisor-network\/","name":"Cypress Point Wealth Partners Joins LPL\u2019s Independent Advisor Network - 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