Palm Desert
Erik Mora, RICP®
Strategic Partner- Synchronize
Erik has been in the financial services industry since 1997. He and Synchronize serve as a strategic partner to Cypress Wealth Services. His role involves working with RIA clients to create exceptional client experiences, lead strategic marketing efforts, and enhance brand development. For Cypress, Erik manages client communication, marketing, and supports the firm and its advisors with their growth plans. Synchronize offers hands-on back-office support for Registered Investment Advisory (RIA) firms, with a focus on increasing revenue, reducing costs, and boosting enterprise value. Their comprehensive support is provided by a team of seasoned professionals with extensive experience in the financial services industry.
What are 3 words people use to describe you?
Generous. Ambitious. Disciplined.
What is the best advice you have ever been given?
Never burn a bridge because one day you may want to go back.
You don’t always have to be right. It’s usually best to be quiet and listen.
I enjoy the opportunity to guide others through life’s challenges and opportunities. Building long-term relationships is incredibly rewarding, especially knowing we can make a meaningful impact in the lives of those we serve.
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.
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