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Michael Mortenson, CFP®
Financial Advisor
Michael Mortenson, CFP®
Michael Mortenson, CFP®
Michael Mortenson, CFP®
Michael Mortenson, CFP®
Michael Mortenson, CFP®
Office
Palm Desert
Direct/Fax
760.340.3770
Toll Free
866.888.6563

What are 3 words people use to describe you?
Positive. Loyal. Funny.

What are you most grateful for?
My family and friends.

What gets you excited about life?
Seeing new places, spending time with friends and family, and learning new things.

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

How do you define success?
Being happy and making others happy

What is your proudest achievement?
Passing the CFP exam, but teaching my dog to roll over is a close second.

What life lesson did you learn the hard way?
Life goes by fast.

What was the best book you’ve read and why?
Thinking Fast & Slow by Daniel Kahneman. It made me think about thinking. The book describes human decision making, cognitive biases, and how to prevent us from making mental mistakes.

Michael Mortenson, CFP® serves as Financial Advisor with Cypress Wealth Services. In his role, Michael focuses on research, marketing and creating customized financial plans. Michael's goal is to ensure clients receive thoughtful financial advice as they navigate through their financial lives. Michael works in partnership with Kurt Mortenson. Prior to Cypress Wealth Services Michael was a financial planner at Praxis Wealth Management. He grew up in La Quinta, CA and graduated from La Quinta High School. He attended Westmont College in Santa Barbara and received his BA in Business & Economics with a minor in Psychology. While at Westmont, Michael studied abroad in Paris, France. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and is currently a part of the Class of 2018 in the Leadership Coachella Valley program.
RELATED NEWS FOR Michael Mortenson, CFP®
RELATED NEWS FOR Michael Mortenson, CFP®
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