Palm Desert, San Diego

Ross Biesinger

Partner and Senior Financial Advisor

Ross Biesinger is a Partner and Senior Financial Advisor at Cypress Wealth Services. He believes that great financial advice is about far more than managing investments-it's about helping people make confident financial decisions throughout every stage of life. Ross works with successful individuals, families, and business owners who are busy building careers, running businesses, raising families, or enjoying retirement. His goal is to simplify the financial side of their lives by serving as a trusted advisor and quarterback for their overall financial picture. From investment management and retirement planning to tax strategies, estate planning, charitable giving, business transitions, and wealth transfer, Ross enjoys helping clients navigate the important decisions that shape their financial future. As clients approach retirement, enter retirement, or prepare to sell or transition a business, the financial decisions often become more complex-and the stakes become higher. Ross takes pride in helping clients understand their options, evaluate tradeoffs, and make informed decisions with confidence. While his team actively manages their investment portfolios and keeps them informed every step of the way, clients are free to focus on what matters most-whether that's growing a business, spending time with family, traveling, or simply enjoying retirement with greater peace of mind. Prior to co-founding Cypress Wealth Services, Ross spent more than a decade as a Financial Advisor with Morgan Stanley, following earlier advisory roles at Merrill Lynch and The Cypress Group at Integrated Wealth Management. He also worked in venture capital, where he partnered with emerging companies to help allocate capital and support long-term growth. Ross earned his Bachelor's degree in Business Finance from Brigham Young University. He also has a background in South American studies and is fluent in Portuguese. Outside of the office, Ross enjoys spending time with his family, serving in his church, surfing, staying active through CrossFit, exploring the outdoors, following sports, and hosting a great BBQ. Ross and his wife are the proud parents of four children.