Vertti is the CIO of Cypress Private Client Group, 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 registrations 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.
