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Mark Thatcher, CRPC®
Partner and Senior Financial Advisor
Mark Thatcher, CRPC®
Mark Thatcher, CRPC®
Mark Thatcher, CRPC®
Mark Thatcher, CRPC®
Mark Thatcher, CRPC®
Mark Thatcher, CRPC®
Office
Palm Desert
Toll Free
866.888.6563
Direct/Fax
760.834.7209

What are 3 words people use to describe you?
Charismatic. Leader. Giving.

What are you most grateful for?
My family and my three sons and daughter.

What is the best advice you have ever been given?
Happy people focus on what they have, miserable people focus on what they don't. 

What gets you excited about life?
Being able to see others progress and do well. 

How do you define success?
If I am happy and if I can have a positive impact on someone else's happiness.

What is your proudest achievement?
Having 3 boys that respect themselves and others.

What life lesson did you learn the hard way?
When you feel wronged and mistreated, you must find a way to forgive and show character because it's the right thing to do. Forgiveness is happiness.

What was the best book you’ve read and why?
“7 Habits of Highly Effective People” by Stephen Covey; it helps you to see things you can influence and things you can't.  

Mark Thatcher serves as a Partner and Senior Financial Advisor with Cypress Wealth Services. Mark specializes in wealth management, retirement, and estate planning and is a Chartered Retirement Planning Counselor. His practice focuses on asset management and financial planning for high net worth individuals, families, and institutions. Mark began his career in financial services in 2001. He was most recently a Senior Vice President and Financial Advisor with the Cypress Group at Integrated Wealth Management from 2014-2017. Before Integrated Wealth Management, Mark spent six years at Morgan Stanley and eight years at Merrill Lynch where he was a member of the President’s and Chairman’s Club. Before Mark joined Merrill Lynch, he was the acting president of an import/export company in Japan where his responsibilities included managing exchange rate ramifications. Mark received his Bachelors of Science degree in Finance and Economics. He is fluent in Japanese, is an avid skier and enjoys basketball and motor-cross. Mark also loves American history. He is married and has three boys and a girl.
RELATED NEWS FOR Mark Thatcher, CRPC®
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