__large.jpg "Chris Rick, CFP®")
__small.jpg "Chris Rick, CFP®")
What are 3 words people use to describe you?
Loyal, Integrity, Dependable
What are you most grateful for?
My family, friends and a career I love.
What gets you excited about life?
Taking on projects I know nothing about that others think can’t be done or are afraid to try. Everyone has a vision for their wealth and I enjoy building a roadmap that gives them the best chance at success.
What is the best advice you have ever been given?
There’s a difference between intelligence and common sense, use both.
How do you define success?
Exceeding your expectations through understanding and putting a plan in place that addresses needs. I believe true success is disciplined and process driven. A good plan is one that you don’t have to adjust your lifestyle.
What is your proudest achievement?
Finding a career that I am as passionate about as my first career choice, golf.
What life lesson did you learn the hard way?
Being prepared. Not letting your guard down when things seem easy.
Chris Rick, CFP® joined Cypress Wealth Services in September 2018 as a Senior Vice President & Financial Advisor. With a strong financial planning background, he specializes in building a plan, whether it is preparing for retirement, maintaining a lifestyle in retirement or building a legacy. As a CERTIFIED FINANCIAL PLANNER™ Professional, Chris believes every client should have a financial plan they understand which is achieved through education and consistent communication. His goal is to simplify the wealth planning process, so his clients might make more informed financial decisions. Chris began his career with Morgan Stanley Smith Barney in 2010. Most recently he was a Financial Consultant with Fidelity Investments in Palm Desert since 2011. Chris graduated from the University of California San Diego with a bachelor’s degree in Economics. Prior to entering the financial industry, Chris pursued a career in golf. He resides in La Quinta with his fiancé. He enjoys spending time with family, golfing, hiking and traveling.
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