As a CERTIFIED FINANCIAL PLANNER™ Professional, Chris believes every client should have a financial plan they understand which is achieved through education and consistent communication. Chris views each clients’ goals as a planning opportunity rather than an obstacle. Through his discovery process, Chris can help clients identify their priorities and pursue their goals with greater confidence.
Chris Rick, CFP® joined Cypress Private Wealth as an Executive Vice President & Financial Advisor. With a strong financial planning background, he specializes in building a plan, whether it is preparing for retirement, maintaining a lifestyle in retirement or building a legacy.
Chris began his career with Morgan Stanley Smith Barney in 2010. Most recently he was a Financial Consultant with Fidelity Investments in Palm Desert since 2011. Chris graduated from the University of California San Diego with a bachelor’s degree in Economics.
Prior to entering the financial industry, Chris pursued a career in golf. He resides in La Quinta with his fiancé. He enjoys spending time with family, golfing, hiking and traveling.