Director Wealth Planning@ Cypress Point Wealth Management
Dallas, Texas, United States
Brandon Ratzlaff, CFP®
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Kansas State University
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FlashIntel GPTBrandon Ratzlaff, CFP(r), is a highly experienced financial planner with 19.9 years of work experience. He specializes in retirement planning, asset allocation, estate planning, and high net worth individuals. Brandon has worked at Cypress Point since 2016, serving on the management committee and investment committee. Prior to that, he worked at Carter Financial Management and Merrill Lynch, where he worked with high net worth individuals and families. He holds a CERTIFIED FINANCIAL PLANNER and holds an MBA from The University of Texas at Dallas. Brandon has been quoted in financial publications and has served in leadership roles in various organizations. He is currently serving as a member of the Texas Tech Personal Financial Planning Alumni Advisory Board and the Communities Foundation of
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About
Brandon counsels and advises individuals and families on financial planning and investment management. Brandon has been with Cypress Point since 2016 and serves on the firm’s Management Committee and Investment Committee. Prior to joining Cypress Point, Brandon was with Carter Financial Management and Merrill Lynch where he worked with high-net-worth individuals and families. Brandon is a CERTIFIED FINANCIAL PLANNER™ certificant and holds a BBA in Marketing and an MS in Personal Financial Planning from Texas Tech University. Brandon also has an MBA from The University of Texas at Dallas. He has been quoted in numerous financial publications, spoken at multiple venues, and has served in leadership roles in the Financial Planning Association (FPA). He has previously served on the Boards of the Social Venture Partners and Educational First Steps. Brandon is currently serving as a member of the Texas Tech Personal Financial Planning Alumni Advisory Board and the Communities Foundation of Texas Advisory Council.
...See MoreWork Experience
Director Wealth Planning
Financial Services
Brandon Ratzlaff, CFP®'s Professional Milestones
- Adjunct Professor (2019-01-01~): Conducted groundbreaking research, contributing to the advancement of knowledge in the field.
- Financial Advisor | Global Private Client Group (2004-01-01~2006-01-01): Successfully represented the global private client group, driving revenue growth and increasing global client adoption.
Education
Skill
Retirement Planning
Asset Allocation
Estate Planning
High Net Worth Individuals
Financial Planning
Investment Strategies
Alternative Investments
Private Wealth Management
Certification
Colleagues
Lauren Greer
financial planning analyst at cypress point wealth management
Hilary Sunderland
Fund Accountant
Adrianne Sifuentes, MSA, CPA
senior vice president - family office at cypress point wealth management
Brandon Ratzlaff, CFP®
director | cypress point wealth management | dallas | austin | fee-only ria | wealth planning | ph d candidate abd
Anna Caulton, FPQP™
client service associate at cypress point wealth management
Other Named Brandon Ratzlaff, CFP®
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Brandon Ratzlaff, CFP® works for Cypress Point Wealth Management
Brandon Ratzlaff, CFP®'s role in Cypress Point Wealth Management is Director Wealth Planning
Brandon Ratzlaff, CFP® works in the industry of Financial Services
Brandon Ratzlaff, CFP®'s colleagues are Lauren Greer,Hilary Sunderland,Adrianne Sifuentes, MSA, CPA
Brandon Ratzlaff, CFP®'s latest job experience is Director Wealth Planning at Cypress Point Wealth Management
Brandon Ratzlaff, CFP®'s latest education in Kansas State University
