Cypress Point Wealth Partners Joins LPL's Independent Advisor Network

Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network July 08, 2026 08:55 ET | Source: LPL Financial Holdings, Inc. LPL Financial Holdings, Inc. SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial’s 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 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. “We pride ourselves on being planning-focused and client-centered,” Lubel said. “Our goal is to build meaningful relationships, understand what matters most to our clients and deliver guidance that supports their long-term financial goals.” 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 a...