Palm Desert
Penny Salamida
Financial Advisor
Penny Salamida serves as Financial Advisor with Cypress Wealth Services. In her role, Penny participates in a wide range of client responsibilities that include account servicing, relationship management, portfolio review, and financial planning. Penny’s goal is to ensure clients receive thoughtful financial advice as they navigate through their financial lives. Penny works in partnership with Jason Nettleton. Penny has over twenty years of experience in the financial services industry. She began her career in 1994 and was most recently an Executive Client Service Associate with Integrated Wealth Management. Before Integrated Wealth Management, Penny worked at Morgan Stanley. Penny is originally from Florida. She went to college in the San Francisco area and studied psychology and journalism. In her free time, Penny enjoys spending time with her friends and family.
What are 3 words people use to describe you?
Funny. Dedicated. Efficient.
What is the best advice you have ever been given?
Live life with a grateful heart.
Helping clients reach their financial and retirement goals and finding peace of mind.
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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