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Carol E. York, CFP®
Senior Vice President & Financial Advisor
Carol E. York, CFP®
Carol E. York, CFP®
Carol E. York, CFP®
Carol E. York, CFP®
Carol E. York, CFP®
Carol E. York, CFP®
Palm Desert

What are 3 words people use to describe you?

Integrity, Passionate, Dedication

What are you most grateful for? 

Friends and family.

What is the best advice you have ever been given?

You can do it.

What gets you excited about life? 

Experiencing new adventures and spending time with family and friends.

How do you define success? 

Recognizing success is in the journey and enjoying life’s ride.

What is your proudest achievement? 

Dancing with the Rockettes.

What life lesson did you learn the hard way? 

Best-made plans need to be flexible as life will throw some curves your way.

What was the best book you’ve read and why?

“Who Moved My Cheese?” By Spencer Johnson - because it illustrates the importance of being open to change - the only constant in life.  


Carol E. York, CFP® joined Cypress Wealth Services in September 2019 as a Senior Vice President & Financial Advisor. Carol is a CERTIFIED FINANCIAL PLANNER ™. Carol’s focus is on helping people transition into and maintaining their lifestyle throughout retirement. Carol also focuses on providing guidance to women who are dealing with important financial decisions, perhaps for the first time due to life events such as divorce or death. Her life experience with dealing with similar life transitions provide a unique perspective during the planning process.

Carol started her career in financial services in 1996. Carol has worked for various financial firms over her career that have helped her develop into the thoughtful advisor she is today. She was most recently a Financial Consultant with Fidelity Investments. Carol is originally from Maine and has many siblings throughout New England, Florida, Texas, and California with whom she enjoys visiting in her spare time. In addition to traveling, Carol enjoys golf, dancing (including tap), college football, auto racing, the outdoors, and reading mysteries.

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September 27, 2019
Cypress Wealth Services Continues Growth by Adding Experienced Advisor Carol E. York, CFP® to the Firm