Palm Desert
Chris Risenmay, CFP®
Partner and Senior Financial Advisor
Chris Risenmay serves as a Partner and Senior Financial Advisor with Cypress Wealth Services. Chris’s practice focuses on asset management and financial planning for high net worth individuals, families, and institutions. As a CERTIFIED FINANCIAL PLANNER™ Professional, Chris helps his clients organize and prioritize their financial and estate planning needs. He develops strategies to help them towards accomplishing their most important objectives. Most recently, Chris worked as a Senior Vice President and Financial Advisor with The Cypress group at Integrated Wealth Management. Before Integrated Wealth Management, Chris worked as Vice President and Financial Advisor with the Cypress Group at Morgan Stanley for six years and Merrill Lynch. He received his Bachelor of Science degree in Finance from Brigham Young University. Chris’ community involvement includes serving on the board and in volunteer work with several nonprofit organizations. He is also very active in the Boy Scouts of America and serves in his church. Chris speaks fluent Portuguese and is an avid sports fan. Chris and his wife stay busy raising their six children. Chris enjoys running, playing racquetball and Cross-Fit.
What are 3 words people use to describe you?
Friendly. Dependable. Loyal.
What is the best advice you have ever been given?
Measure twice, cut once.
Never play with fireworks near dry fields. I learned that when I was 11 years old. Applies in life and investing.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.
Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.
Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.
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