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David Zeligson
Client Service Associate
David Zeligson
David Zeligson
David Zeligson
David Zeligson
David Zeligson
David Zeligson
Office
Palm Desert
Phone
760.834.7250

What are 3 words people use to describe you?

Loyal, Trusted, Witty

What are you most grateful for? 

My husband Michael and my family (including dog).

What is the best advice you have ever been given?

Treat others as you wish to be treated.

What gets you excited about life?

Having the opportunity to travel, visit new places, experience those things which make each place unique (especially cuisine) and then write about it on social media.

How do you define success?

Being persistent.  Even when confronted with adversity or major challenges, stick to what you know and do well…it will make a difference.

What is your proudest achievement?

My higher education and using it to achieve independence.

What life lesson did you learn the hard way?

No job is secure, even in a financially thriving company.

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

The poetry of Robert Frost.  It speaks to my New England roots and is full of themes and references that hold valuable lessons.

David Zeligson serves as a Client Service Associate with Cypress Wealth Services.  In his role, David opens new accounts, handles transfers of assets, processes withdrawals, and other account maintenance functions.  He brings over 30 years of diverse financial services experience to his work with Cypress Wealth Services, having held operations and management roles in the Institutional Retirement Plan sector as well as senior corporate training and development positions for large retail/commercial banks.  Originally from New England, David graduated with a B.A. in Psychology and M.A. in Sociology from the University of Connecticut.     

In 2002, he and his husband Michael relocated from Boston to Palm Springs.  Using his knowledge of both financial services operations & learning and development, he transitioned into financial advisory operations, developing expertise with brokerage and custodial services. 

When David is not working, he likes to bake, travel, write and spend time with Michael and their Pomeranian rescue dog, Jenny at home in Rancho Mirage.  He is also a film buff.

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