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David Thatcher, CFP®
Partner and Senior Financial Advisor
David Thatcher, CFP®
David Thatcher, CFP®
David Thatcher, CFP®
David Thatcher, CFP®
David Thatcher, CFP®
David Thatcher, CFP®
Palm Desert
Toll Free

What are 3 words people use to describe you?
Spirited. Versatile. Resourceful.

What are you most grateful for? 
Wifi, and oh yes, family and friends too.

What is the best advice you have ever been given?
Don’t be in too big of a rush to achieve your dreams. If you get there too quickly, it may not be what you dreamed.

What gets you excited about life?
Helping others solve problems. Getting the chance to see life in a different light, either through my own eyes or the eyes of someone else, particularly my children. And then there is also, golf, skiing and snowmobiling.

How do you define success?
Learning from a mistake the first time you make it.

What is your proudest achievement?
Convincing my wife, Tara, to marry me.

What life lesson did you learn the hard way?
Be careful not to believe what you want to believe, you may be setting yourself up for a great practical joke.

What was the best book you’ve read and why?
"Lone Survivor" by Marcus Luttrell with Patrick Robinson.  I marvel at the sacrifice and abilities of the men and women in our military.  After reading the book, I committed myself to express my appreciation directly to those in uniform.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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


David Thatcher, CFP®, serves a Partner and Senior Financial Advisor with Cypress Wealth Services. David provides comprehensive wealth planning to high net worth families, institutions, and business owners. As a CERTIFIED FINANCIAL PLANNER™ professional, David strives to help his clients manage, preserve and grow their wealth consistent with their financial goals and objectives. Before Cypress Wealth Services, David was Vice President and Senior Financial Advisor with The Cypress Group at Integrated Wealth Management from 2014-2017. He worked at Morgan Stanley for six years and was a Financial Advisor at Merrill Lynch before his tenure at Morgan Stanley. Previously, David and his wife worked and lived in New York City for ten years. David earned his Bachelors of Arts degree with a minor in Business and speaks fluent Spanish. David enjoys spending time with his four children and wife, is an avid golfer and when time permits, enjoys traveling.

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