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Lee Ellen Walker, FPQP™
Director of Operations
Lee Ellen Walker, FPQP™
Lee Ellen Walker, FPQP™
Lee Ellen Walker, FPQP™
Lee Ellen Walker, FPQP™
Lee Ellen Walker, FPQP™
Lee Ellen Walker, FPQP™
Office
Palm Desert
Toll Free
866.888.6563
Direct/Fax
760.834.7223

What are 3 words people use to describe you?
Loyal.  Strong.  Stylish.

What are you most grateful for?
My husband and my family.

What gets you excited about life?
Learning something new.  And great fashion.

What is the best advice you have ever been given?
Treat others the way that you would like to be treated.

How do you define success?
Achieving your goals (whatever they may be) despite the obstacles.

What is your proudest achievement?
Being a step-mom and an aunt.  No other professional titles or designations matter in the end.

What life lesson did you learn the hard way?
Nobody is indispensable in corporate America.

What was the best book you’ve read and why?
I read books from a lot of different genres.  But the best business book I’ve ever read is Who Moved My Cheese because this little story about mice teaches you the importance of adapting to change in order to succeed.

 

The Financial Paraplanner Qualified Professional™ (FPQP™) designation is offered exclusively by the College for Financial Planning®—a Kaplan Company (CFFP). Professionals who have earned the FPQP™ designation are part of a financial planning team and often do most tasks associated with financial planning services.

Lee Ellen Walker serves as Director of Operations with Cypress Wealth Services. As a Director of Client Services, Lee is responsible for a wide range of client service responsibilities including account opening and transfers, ongoing account maintenance, and new advisor on-boarding. Lee has over 20 years of experience in financial services working on Wall Street in New York. She relocated to Palm Desert in 2003 when she married her husband and helped him grow his golf event business and raise his two children. She most recently worked as a Client Service Associate with The Cypress Group at Integrated Wealth Management from 2015-2017. She graduated with a Bachelor of Arts, in Economics and Finance from Rutgers University. In her free time, Lee enjoys working out, cooking and traveling with her husband.

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