Evan Powers has been Principal and Financial Planner of Cypress Financial Planning since December 2016, is a control person of the firm and directly owns between 10% and 25% of it. Evan Powers holds a Bachelor of Arts degree cum laude with a concentration in Economics from Harvard College and an MBA from the University of Virginia Darden School of Business.
Cypress Financial Planning, LLC is a Haddon Heights, NJ firm with $490M under management, 432 clients and 6 advisers across 4 offices, as of its July 2026 filing.
Evan Powers is Financial Planner of Cypress Financial Planning. He joined to help expand the firm's presence outside of the home office to Charlottesville, Virginia. Before Cypress, he co-founded and managed Phase Three Capital, LLC, a private investment company, where he managed derivatives trading and general risk management. Earlier he was a Senior Trader for Consolidated Trading, LLC, trading equity index options on the floor of the American Stock Exchange.
Evan Powers’ longest registration is the current one, 12 years at Cypress Financial Planning since 2013.
- Myfinancialanswers– · 2 yearsCherry Hill, NJ · Adviser representative · Firm CRD 286461
- Cypress Financial PlanningCurrent– present · 12 yearsCharlottesville, VA · Adviser representative · Firm CRD 151014
Professional designations
Listed by Cypress Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Evan Powers is registered as an investment adviser representative in 3 states. The first approvals date from December 2013; the most recent is Texas, in March 2018.
- New JerseySince 29 June 2016
- TexasSince 29 March 2018
- VirginiaSince 3 December 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Evan N/M/I Powers
- CRD
- 4831926
- Firm
- Cypress Financial Planning · CRD 151014
- Role
- Principal and Financial Planner
- Office
- 700 HARRIS STREET, SUITE 201-E, Charlottesville, VA 22903
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cypressplanning.com
Where does Evan Powers work?
Evan Powers has been Principal and Financial Planner of Cypress Financial Planning, LLC since December 2016, and is a control person of the firm.
Is Evan Powers a financial advisor?
Yes. Evan Powers has a current investment-adviser registration in New Jersey, Texas and Virginia, through Cypress Financial Planning since December 2013.
How many years of experience does Evan Powers have?
Evan Powers has 12 years in the financial industry, since December 2013, across 2 adviser firms.
What exams has Evan Powers passed?
Evan Powers passed the Series 65 in November 2013.
Where is Evan Powers based?
Evan Powers’ registered office is in Charlottesville, VA.
Is Evan Powers registered with FINRA?
No. Evan Powers has no current broker registration.
Is Evan Powers a CFP?
Cypress Financial Planning lists Evan Powers with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Evan Powers’ record?
Search CRD 4831926 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Powers’ full registration record.
