Palm Desert
Greg Frech, CRPC®
Managing Director & Senior Financial Advisor
Greg Frech joined Cypress Wealth Services in January 2019 as a Managing Director & Senior Financial Advisor. Greg's practice focuses on helping high net worth clients nearing and already in retirement. He also specializes in working with athletes and entertainers by working with their agents to develop a plan for their specialized needs. As a CHARTERED RETIREMENT PLANNING COUNSELOR ™ Professional, Greg's experience helps with the unique challenges, styles and strategies that distinguish wealthy investors. Greg began his career in financial services in 1997. He was a financial advisor with Merrill Lynch until 2009 and most recently a Vice President with Morgan Stanley in the Indian Wells branch. Greg graduated from Biola University. Greg and his wife Marisa have 2 kids and reside in La Quinta, CA. Greg enjoys CrossFit and outdoor activities.
What are 3 words people use to describe you?
Loyal, Inquisitive, Driven.
What is the best advice you have ever been given?
The way to get started is to quit talking and begin doing. -Walt Disney
Be ok with failure. Don’t beat yourself up and live in it. Learn and grow and vow not to repeat those mistakes.
Being able to help people live their lives, enjoy retirement, spending time with family, traveling, enjoying their hobbies because we have helped to remove the burden and worry of managing their assets on a full time basis.
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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