LPL Financial Welcomes Advisor with $175M AUM to Independent Network
LPLA•LPL Financial added Brian Lubel’s Cypress Point Wealth Partners, bringing approximately $175 million in advisory, brokerage and retirement plan assets to its Independent Advisor Network. Lubel joins from MML Investors Services and will leverage LPL’s scale, technology, AI capabilities and operational support to expand his Orlando-based planning-focused practice.
1. Advisor Affiliation
Brian Lubel, CFP®, CLU®, ChFC®, has joined LPL Financial’s Independent Advisor Network, transitioning his Cypress Point Wealth Partners practice from MML Investors Services. He brings roughly $175 million in advisory, brokerage and retirement plan assets and will operate under LPL’s independence model.
2. Practice Profile
Based outside Orlando, Fla., Cypress Point Wealth Partners serves business owners and driven professionals, growing from a foundation of young professionals and referrals. Lubel emphasizes a discovery-driven, planning-centric approach, tailoring engagement and accessibility to individual client needs.
3. Strategic Benefits
Through LPL’s Independent Advisor Network, Lubel gains access to hands-on transition execution, growth coaching, compliance and administrative support. He will utilize LPL’s technology platform, including AI tools and practice management resources, to streamline operations and drive future practice growth.
