Chris Rick 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. He 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.