Brian Lubel, CFP, ChFC, CLU
Founder, Wealth Advisor
Born and raised in Miami, Brian became a Central Florida resident while attending the University of Central Florida, where he graduated in 2005. He began his career in financial services with Northwestern Mutual and after seven successful years helping individuals and families work toward their financial goals, became a founding partner of Signature Wealth Advisors.
Driven by a desire to create a more personalized and comprehensive wealth management experience, Brian founded Cypress Point Wealth Partners in 2026. As a boutique financial planning firm, Cypress Point Wealth Partners was built around the belief that clients deserve highly customized guidance, responsive service, and trusted advice tailored to their unique goals. The decision to launch Cypress Point Wealth Partners was rooted in a commitment to providing an elevated client experience while maintaining the independence needed to put clients first. By partnering with LPL Financial, the nation's largest independent broker-dealers, Brian and his team gained access to industry-leading technology, integrated planning tools, robust investment resources, and streamlined operational processes. This partnership allows the team to spend more time focused on delivering thoughtful advice and building meaningful relationships while helping clients navigate investment management, retirement planning, tax strategies, estate planning, and the complexities of wealth.
Throughout his career, Brian has earned multiple professional designations, including the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) designations. He currently holds FINRA Series 6, 7, and 63 licenses, as well as a Florida 2-15 insurance license. Brian is an active member of several local organizations, including the Central Florida Estate Planning Council, Florida Citrus Sports Associate Board of Directors, The Golden Knights Club and the UCF Alumni Association.
Brian's greatest joy is his family. He and his wife, Lauren, were married in 2009 and reside in Windermere, where they are raising their two sons, Kevin and Connor, and their daughter, Kaitlyn. When he's not serving clients, Brian enjoys traveling with his family, attending UCF football games and staying active in his children's many activities. He can often be found cheering on Kaitlyn at volleyball tournaments or caddying for his boys in junior golf tournaments. An avid golfer himself, Brian is an active member of The Golden Bear Club at Keene's Pointe and enjoys spending time on the course with family and friends.