Cypress Wealth Services
Palm Desert, CA.—Cypress Wealth Services, LLC, an independent wealth management firm, has announced that Carol E. York, CFP® has joined the firm. Carol is the third advisor to join Cypress this year. Cypress Wealth Services plans to have continued growth of adding like-minded advisors to the firm.
"We are very excited to have Carol join the Cypress family," announced Mark Thatcher, a Partner at Cypress Wealth Services. "Carol brings a unique set of skills to the firm. She is a Certified Financial Planner that focuses on retirees and women. She is a great asset to women looking to take control of their financial life after dealing with life events such as divorce or death. Her life experience with dealing with similar life transitions provides a unique perspective during the planning process.”
Carol started her career in financial services in 1996 and has worked for various financial firms over her career. She was most recently a Financial Consultant with Fidelity Investments. “People will always be faced with new opportunities and challenges in life and I get excited about helping them through the planning process,” said Carol. “Cypress shares the same ideals and vision as I do about helping, educating and being a sounding board for clients as they move through life.”
Carol will be working out of the Palm Desert office located at 74150 Country Club Dr., Palm Desert CA 92260. Carol can be reached at 760.834.7250 or Carol@CypressWS.com.
To learn more about Cypress Wealth Services, please visit www.CypressWS.com.
About Cypress Wealth Services
Cypress Wealth Services Group is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. Cypress Wealth Services is comprised of professionals with diverse backgrounds and extensive experience and qualifications. Cypress Wealth Services is uniquely qualified to serve a broad range of client needs. Their experience and expertise act as a foundation for their client service process, The Second Growth, which focuses on efficiently protecting, growing, and transferring to their loved ones the wealth and legacy a person has already built. With offices in Palm Desert, CA, Tustin, CA, and Anchorage, AK the firm serves clients across the country. Wealth Management Services include Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. For more information: visit www.CypressWS.com or call 760.834.7250.
Press Release provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and experience of advisory personnel. Form ADV publicly available: www.adviserinfo.sec.gov.
Erik Mora, 949.751.7407