Palm Desert, Anchorage
Clark Penney
Partner and Senior Financial Advisor
Clark Penney serves as a Partner and Senior Financial Advisor with Cypress Wealth Services. Within his practice, Clark focuses on portfolio comparison, capital preservation and income management providing a bespoke service and financial plan for each client. Clark provides an analysis that monitors performance, fees, tax efficiencies, and additional investment opportunities. In addition to his work with Cypress, Clark also manages Penney Capital Incorporated, a consulting company that focuses on economic and business development for both the public and private sectors. Clark’s career in financial services began at Merrill Lynch in 2008 and he spent six years with The Cypress Group at Morgan Stanley. Before his career in financial services, Clark worked as an intern on the energy and defense committees with the U.S. Senate in Washington D.C. and with the president pro tempore. Clark received his Bachelor of Science degree in Business Management and a minor in Economics from Southern Oregon University, where he founded the Golf Club. Born and raised in Alaska, Clark enjoys skiing, golf, and dog training.
What are 3 words people use to describe you?
Enthusiastic. Smart. Funny.
What is the best advice you have ever been given?
Do your best and do right by others.
To start taking care of your health now, not later. In my early 20’s I ignored a health issue until it became a much bigger problem. I learned that it’s best to stay ahead of the curve when it comes to taking care of your health.
I enjoy helping families with advanced planning that makes an impact for them and future generations.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
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.
Newsletter
Thank you for subscribing!
Oops, there was an error subscribing!
Please try again later.
Check the background of our Investment Professionals on FINRA's BrokerCheck here.
All Rights Reserved | Cypress Wealth Services | Privacy Policy | Terms of Use