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David Thatcher, CFP®
Vice President and Senior Financial Advisor
David Thatcher, CFP®
David Thatcher, CFP®
David Thatcher, CFP®
David Thatcher, CFP®
Palm Desert
Toll Free
866.888.6563 x222

What are 3 words people use to describe you?
Spirited. Versatile. Resourceful.

What are you most grateful for? 
Wifi, and oh yes, family and friends too.

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.

What gets you excited about life?
Helping others solve problems. Getting the chance to see life in a different light, either through my own eyes or the eyes of someone else, particularly my children. And then there is also, golf, skiing and snowmobiling.

How do you define success?
Learning from a mistake the first time you make it.

What is your proudest achievement?
Convincing my wife, Tara, to marry me.

What life lesson did you learn the hard way?
Be careful not to believe what you want to believe, you may be setting yourself up for a great practical joke.

What was the best book you’ve read and why?
"Lone Survivor" by Marcus Luttrell with Patrick Robinson.  I marvel at the sacrifice and abilities of the men and women in our military.  After reading the book, I committed myself to express my appreciation directly to those in uniform.

What does Your Life Integrated mean to you?
Life isn’t a collection of small separate boxes of experiences, but all areas of life overlap and flow together.

David Thatcher, CFP®, joined Integrated Wealth Management in April 2014.  As Vice President and Senior Financial Advisor, 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.  He is part of the Cypress Group at Integrated Wealth Management.

Prior to Integrated Wealth Management, David was Vice President and Financial Advisor with The Cypress Group at Morgan Stanley for six years, and was a Financial Advisor at Merrill Lynch prior to 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.

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