Palm Desert
David Thatcher, CFP®
Partner and Senior Financial Advisor
David Thatcher, CFP®, serves a Partner and Senior Financial Advisor with Cypress Wealth Services. David provides comprehensive wealth planning to high net worth families, institutions, and business owners. As a CERTIFIED FINANCIAL PLANNER™ professional, David strives to help his clients manage, preserve and grow their wealth consistent with their financial goals and objectives. Before Cypress Wealth Services, David was Vice President and Senior Financial Advisor with The Cypress Group at Integrated Wealth Management from 2014-2017. He worked at Morgan Stanley for six years and was a Financial Advisor at Merrill Lynch before his tenure at Morgan Stanley. Previously, David and his wife worked and lived in New York City for ten years. David earned his Bachelors of Arts degree with a minor in Business and speaks fluent Spanish. David enjoys spending time with his four children and wife, is an avid golfer and when time permits, enjoys traveling.
What are 3 words people use to describe you?
Spirited. Versatile. Resourceful.
What is the best advice you have ever been given?
Don’t be in too big of a rush to achieve your dreams. If you get there too quickly, it may not be what you dreamed.
Be careful not to believe what you want to believe, you may be setting yourself up for a great practical joke.
I truly enjoy helping our clients with multigenerational planning. It's incredibly rewarding to see the positive impact it has on their lives, as well as the lives of their children and grandchildren.
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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