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Clark Penney
Partner and Senior Financial Advisor
Clark Penney
Clark Penney
Clark Penney
Clark Penney
Clark Penney
Clark Penney
Office
Palm Desert, Anchorage
Toll Free
866.888.6563
Direct (CA)
760.834.7218
Direct (AK)
907.252.2852

What are 3 words people use to describe you?
Enthusiastic. Smart. Funny.

What are you most grateful for?
I am most grateful for my family.

What gets you excited about life?
Every new day presents new possibilities.

What is the best advice you have ever been given?
Do your best and do right by others.

How do you define success?
In a lot of ways, success is defined by effectiveness. If you are fulfilled and those around you are fulfilled by a help or service you provide then you are successful.

What is your proudest achievement?
My proudest achievement is working with my teammates and friends today. I wouldn’t be as good a person without the support and friendship of those I work with on a daily basis. Not only have we all grown professionally together, but we each challenge ourselves to do better every day in both our professional and personal lives. 

What life lesson did you learn the hard way?
To start taking care of your health now, not later. In my early 20’s I ignored a health issue until it became a much bigger problem. I learned that it’s best to stay ahead of the curve when it comes to taking care of your health.

 

Check the background of our Investment Professionals on FINRA's BrokerCheck here. 

Clark Penney serves as a Partner and Senior Financial Advisor with Cypress Wealth Services. Within his practice, Clark focuses on portfolio comparison, capital preservation and income management providing a bespoke service and financial plan for each client. Clark provides an analysis that monitors performance, fees, tax efficiencies, and additional investment opportunities.  In addition to his work with Cypress, Clark also manages Penney Capital Incorporated, a consulting company that focuses on economic and business development for both the public and private sectors.  Clark’s career in financial services began at Merrill Lynch in 2008 and he spent six years with The Cypress Group at Morgan Stanley.  Before his career in financial services, Clark worked as an intern on the energy and defense committees with the U.S. Senate in Washington D.C. and with the president pro tempore. Clark received his Bachelor of Science degree in Business Management and a minor in Economics from Southern Oregon University, where he founded the Golf Club. Born and raised in Alaska, Clark enjoys skiing, golf, and dog training.

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