Financial Planning Across the Coachella Valley and Beyond

Cypress Wealth Services has two registered offices — one in Palm Desert, CA and one in Anchorage, AK — and works with individuals and families throughout the Coachella Valley, South-central Alaska, and beyond. Whether you're nearby or working with one of our advisors in another region, the planning approach is the same: coordinated, structured, and built around your full financial picture.

Communities We Serve

We have advisors located in the following communities

Financial Planning

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When you're trying to balance multiple priorities, it's easy to feel pulled in different directions. A structured planning process brings everything into focus so you can make decisions with more confidence.

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Palm Desert

Our headquarters and primary service market. We work closely with Palm Desert residents navigating retirement, tax planning, investment decisions, and long-term wealth management. Palm Desert clients benefit from in-person access and a team embedded in the local community.

Palm Springs

Palm Springs is home to a mix of full-time retirees, seasonal residents, and individuals managing financial decisions across multiple homes. We work with Palm Springs clients who want a plan that accounts for how their life is actually structured.

Rancho Mirage

Many Rancho Mirage residents are focused on making sure a lifetime of careful planning holds together through retirement and beyond. We work with clients here who need coordination across income, taxes, estate planning, and long-term wealth transfer.

Financial Planning

Explore Financial Planning

When you're trying to balance multiple priorities, it's easy to feel pulled in different directions. A structured planning process brings everything into focus so you can make decisions with more confidence.

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La Quinta

La Quinta is a growing community with a mix of active professionals, pre-retirees, and established retirees. We work with La Quinta clients at every stage, from building wealth to drawing it down with confidence.

Anchorage, AK

Home to one of our two registered offices, Anchorage is where our Alaska team works with clients across South-central Alaska on retirement, tax, and investment planning built around how life actually works here.

Indian Wells and Surrounding Communities

We also work with clients in Indian Wells and other communities throughout the East Valley and greater Coachella Valley. If you're nearby and looking for coordinated financial planning, the conversation starts the same way regardless of where you're located.

Financial Planning

Explore Financial Planning

When you're trying to balance multiple priorities, it's easy to feel pulled in different directions. A structured planning process brings everything into focus so you can make decisions with more confidence.

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Review Insurance Planning

San Francisco Bay Area

We work with individuals and families throughout the San Francisco Bay Area navigating retirement, investment decisions, tax planning, and complex wealth needs. Our advisors in the region help clients bring these moving pieces together through a coordinated approach built around their long-term goals.

Orange County, CA

Orange County is home to professionals, business owners, pre-retirees, and retirees managing increasingly complex financial lives. We work with Orange County clients who want coordinated guidance across retirement, investments, taxes, and long-term wealth planning.

Carlsbad, CA

We work with individuals and families in Carlsbad and surrounding North County communities who are preparing for retirement, managing accumulated wealth, or navigating important financial transitions. Our planning approach helps connect retirement, investments, taxes, and long-term goals into one coordinated strategy.

Meet Our Advisors By Region

While Cypress Wealth Services has two registered offices, our advisors work with clients across several regions. Find the advisor closest to you below.

Ross Biesinger

Partner and Senior Financial Advisor
Palm Desert, San Diego

David Thatcher, CFP®

Partner and Senior Financial Advisor
Palm Desert

Marc Koven

Chief Compliance Officer and Senior Financial Advisor
Palm Desert

Chris Risenmay, CFP®

Partner and Senior Financial Advisor
Palm Desert

Clark Penney

Partner and Senior Financial Advisor
Palm Desert, Anchorage

Penny Salamida

Financial Advisor
Palm Desert

Cortnie Deakyne, FPQP™

Executive Client Service Associate/Senior Project Manager
Palm Desert

Lee Ellen Walker, FPQP™

Director of Operations
Palm Desert

Jason Nettleton

Senior Vice President & Financial Advisor
Palm Desert

Erik Mora, RICP®

Strategic Partner- Synchronize
Palm Desert

Ryan Delaney, CFA®

Strategic Partner- Synchronize
Palm Desert

Greg Frech, CRPC®

Managing Director & Senior Financial Advisor
Palm Desert

Brad Arave, CFP®

Senior Vice President & Financial Advisor
Orange County

Amanda Thatcher, FPQP™

Office Coordinator/Client Service Associate
Palm Desert

Carey McCrady, CFP®

Financial Advisor
Arizona

Jim Watson, CEPA

Financial Advisor
Palm Desert, Los Angeles

Dermott Larkin

Senior Wealth Advisor
San Franciso Bay Area

Bill Gordon, CDFA®

Senior Wealth Advisor
San Franciso Bay Area

Jim Bray, CFP®, CEPA®

Managing Director & Senior Financial Advisor
Orange County

Janice Walton

Client Service Associate
Palm Desert

Planning That Travels With You

Many of our clients don't fit neatly into one city. Some split time between homes. Some have recently relocated to the desert from the Bay Area, Los Angeles, or out of state. And some work with advisors based in San Diego, Orange County, Arizona, or our Anchorage office in Alaska.


Regardless of where you're based, the planning process is built to stay coordinated. Your investments, retirement strategy, tax decisions, and long-term goals are managed together, not handed off between separate advisors who aren't in the same conversation.

What to Expect Wherever You Are

Consistent Planning Process

Every client relationship starts the same way: a conversation about your situation, your goals, and where things currently stand. From there, planning is built around what actually matters for your life, not a generic template.

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Coordination With Your Other Professionals

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Whether your CPA is local or across the country, coordination is built into how we work. Tax Planning and investment decisions are aligned with your accountant so nothing falls through the gaps.

Ongoing Access and Communication

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Good planning doesn't end at the first meeting. You have access to your team for questions, changes, and regular reviews as your situation evolves.

Ready to Get Started?

If you're looking for a financial advisor in the Coachella Valley, working with our Anchorage team, or connecting with us from another region entirely, the next step is a conversation. Cypress Wealth Services provides coordinated financial planning designed to bring clarity to your situation, wherever you are.

Schedule Your Consultation Today