What are 3 words people use to describe you?
Loyal. Authentic. Fun.
What are you most grateful for?
My family and my health; both are irreplaceable.
What gets you excited about life?
The freedom each new morning brings. Every day I have the opportunity to be “the best version of me,” personally and professionally.
What is the best advice you have ever been given?
My father-in-law told me once to emulate the palm tree. He said, “Let the winds of life blow against you, no matter how powerful, just bend and bend".
How do you define success?
Falling asleep immediately when my head hits the pillow.
What is your proudest achievement?
Adopting my daughter!
What life lesson did you learn the hard way?
Honesty is everything. The truth always finds the way into the light. Always telling the truth means never having to remember what you lied about!
What was the best book you’ve read and why?
“As a Man Thinketh” by James Allen. It allowed me to tend the garden of my mind, get rid of the weeds of fear and doubt that had grown over time, which allowed the fruit of joy and love to blossom!
Marc Koven serves as the Chief Compliance Officer and as a Senior Financial Advisor for Cypress Wealth Services. In his role as CCO, Marc conducts periodic risk assessments, maintains and enforces the firm’s Code of Ethics and Regulatory Compliance Manual, stays abreast of regulatory and industry changes, and assesses their impact on the firm’s compliance obligations. As a Senior Financial Advisor, Marc specializes in customizing portfolios for individuals, families, and businesses. Before Cypress Wealth Services, Marc was a Financial Advisor with the Cypress Group at Integrated Wealth Management for three years and at Morgan Stanley for ten years. He graduated from California State University San Bernardino with a Bachelor’s degree in Business with a concentration in Finance. He is a past Board Member of the Palm Desert Chamber of Commerce and Indian Wells Chamber of Commerce and is Past President of the Indian Wells Rotary Club.