What are 3 words people use to describe you?
Compassionate, loyal and selfless.
What are you most grateful for?
My wife and family.
What is the best advice you have ever been given?
You never go broke taking a profit.
What gets you excited about life?
Being able to achieve new milestones. Constantly learning new things that expand my horizons.
How do you define success?
Being content with where you are at.
What is your proudest achievement?
Becoming a father.
What life lesson did you learn the hard way?
It’s ok to fail sometimes.
What was the best book you’ve read and why?
The Bible. Although written over 2000 years ago, it still provides relevant guidance and applicable instruction for today.
Greg Frech joined Cypress Wealth Services in January 2019 as a Managing Director & Senior Financial Advisor. Greg's practice focuses on helping high net worth clients nearing and already in retirement. He also specializes in working with athletes and entertainers by working with their agents to develop a plan for their specialized needs. As a CHARTERED RETIREMENT PLANNING COUNSELOR ™ Professional, Greg's experience and expertise helps with the unique challenges, styles and strategies that distinguish wealthy investors.
Greg began his career in financial services in 1997. He was a financial advisor with Merrill Lynch until 2009 and most recently a Vice President with Morgan Stanley in the Indian Wells branch. Greg graduated from Biola University. Greg and his wife Marisa have 2 kids and reside in La Quinta, CA. Greg enjoys CrossFit and outdoor activities.