Back to People

Ross Biesinger
Partner and Senior Financial Advisor
Ross Biesinger
Ross Biesinger
Ross Biesinger
Ross Biesinger
Ross Biesinger
Ross Biesinger
Office
Palm Desert
Toll Free
866.888.6563
Direct/Fax
760.834.7212

What are 3 words people use to describe you?
Honest. Sincere. Dependable.

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

What gets you excited about life?
I love helping people, and making a difference in their life.  I’m excited about win/win relationships. I want to be successful as my clients are successful.

What is the best advice you have ever been given?
The best advice I’ve been given is to be my own boss.

How do you define success?
Accomplishing what you set out to do. Just don’t aim low.

What is your proudest achievement?
The birth of each of my children.

What life lesson did you learn the hard way?
You can’t be all things to all people.

What was the best book you’ve read and why?
“Seven Habits of Highly Effective People” by Stephen Covey, teaches lessons that transcend all relationships from business to friendships to family.  You learn organizational skills that apply to all areas of life.

 

Check the background of our Investment Professionals on FINRA's BrokerCheck here. 

 

Ross Biesinger serves as Partner and Senior Financial Advisor with Cypress Wealth Services. Ross’s takes a holistic approach, and he focuses on wealth preservation, income accumulation, planning, and distribution. Before Cypress Wealth Services, Ross worked with The Cypress Group at Integrated Wealth Management for three years and Morgan Stanley for over ten years. Before Morgan Stanley, Ross was a Financial Advisor at Merrill Lynch. Before Merrill Lynch, Ross worked in the venture capital field, where he worked directly with the invested firms to assist them in allocating their funds to achieve maximum growth from their assets. Ross received his Bachelor’s degree in Business Finance with a minor in Economics from Brigham Young University. He has a background in South American studies and speaks fluent Portuguese. Ross serves on the Board of Directors for Pathfinder Ranch. In his spare time, Ross enjoys the outdoors, sports, good BBQs, and is an avid fan of Crossfit. Ross is married with four children.

RELATED NEWS FOR Ross Biesinger
RELATED NEWS FOR Ross Biesinger
March 20, 2024
Spring Cleaning Tips for Your Financial Life
March 11, 2024
The Importance of Tax Diversification
February 27, 2024
Growing Your Nest Egg: Strategies for Different Life Stages
February 23, 2024
Navigating Tax Season Webinar Replay
January 26, 2024
Planning for the Many Phases of Your Retirement Journey
January 25, 2024
A Guide to Maximizing Your Tax Savings
November 24, 2023
How Do I Get Income From My Portfolio?
November 19, 2023
Empower Your Wealth by Conquering Your Emotions
October 17, 2023
The Journey to Purpose, Health, and Identity in Retirement
October 09, 2023
Donate Your RMDs to Charity: A Win-Win for You and the Cause You Care About
September 07, 2023
Passing the Torch: Strategies for Transferring Wealth to Your Loved Ones
August 22, 2023
Top 5 Business Exit Planning Mistakes We See
August 08, 2023
The Backdoor Roth IRA: A Not-So-Sneaky Way to Grow Your Retirement Savings
July 03, 2023
The Best Type of Investment Is the One You Start Right Now
June 27, 2023
Charitable Giving Webinar Replay
June 16, 2023
2023 Midyear Market Report
June 08, 2023
Are You in the Retirement Red Zone? Too Much Risk Can Ruin Your Retirement!
May 18, 2023
Why We Love Living in The Coachella Valley
May 09, 2023
Cypress Wealth Services Continues Growth by Adding Experienced Financial Advisor Carey McCrady, CFP®
May 03, 2023
Energy Efficiency Tax Credits Explained: How to Make the Most of Upgrading Your Home or Buying an Electric Vehicle
April 17, 2023
Do You Have the Right Life Insurance Coverage? Here’s How to Tell
April 04, 2023
How Much Are You Losing in Idle Cash?
March 17, 2023
An Update on Recent Events: SVB & Signature Bank Collapse
March 15, 2023
Changes to Medicare in 2023
March 07, 2023
How Much Does Long-Term Care Really Cost in California?
February 26, 2023
SECURE 2.0: Retirement Changes You Need to Know
January 18, 2023
Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return
April 04, 2022
Six Steps to Legacy Planning for the Generations
January 18, 2019
Cypress Wealth Services Continues Growth by Opening Tustin Office and Brad Arave, CFP®
January 18, 2019
Cypress Wealth Services Continues Growth by Adding Experienced Advisor Greg Frech, CRPC® to the Firm
November 15, 2018
Cypress Wealth Services Moves to New Office in Palm Desert