John M. Eaton

John M. Eaton

| CFP®, CRPS

Cypress Wealth Advisors, LLC

Fee-Only financial planner located in San Antonio, TX and serving clients throughout Texas and across the country

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

901 N.E. Loop 410
Suite 822
San Antonio, TX 78209

John Eaton is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

John Eaton has been in the financial services industry since 1994.  Before joining Cypress Wealth Advisors, he was a financial advisor with L.J. Altfest & Co., Inc. in New York City, where he managed over $250 million for high net worth clients around the world.  In addition, he served as a member of the firm’s investment committee and led the firm’s bond trading operations.  He spent six years working at TD Ameritrade in both Houston, Texas, and New York City.

John is a member of the Financial Planning Association (FPA) and one of only a handful of San Antonio area advisors admitted to the National Association of Personal Financial Advisors (NAPFA). NAPFA is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.  He has served as an elected board member of the organization’s South Regional Board.

He has been quoted in several publications and has worked with both the national and local media having contributed to articles in Money magazine as well as the San Antonio Express News.  He has been selected as a Five Star Wealth Manager by readers of Texas Monthly for 2010, 2011, 2012, and 2013.

John earned a BA in Economics from The University of Texas at Austin.  He holds a Series 66 securities license, is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Plan Specialist, and has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by fi360.