Vertti is a Founding Principal of Cypress Wealth Management, an independent wealth management and financial advisory firm. His primary areas of focus are investment management, retirement planning, retirement income planning, estate planning and tax planning. Vertti has more than 15 years of experience as a financial advisor helping people achieve their goals. He completed his undergraduate studies and intercollegiate athletic career at the University of Maryland, College Park. He maintains his FINRA Series 7 and 66 securities licenses through Commonwealth Financial Network, along with his life and health insurance licenses, and state securities licenses in more than 20 states.
Vertti is a lifelong resident of Maryland, currently living in Howard County with his wife and three children. He enjoys spending time with his kids, family, golfing and other outdoor activities.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.