Cynthia provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Cynthia uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Cynthia monitors its performance on an ongoing basis, and makes any adjustments as needed.

Cynthia is a member of LPL Financials Patriots Club. This distinction is given by LPL Financial to top advisors based on their annual production compared to more than 18,000 registered LPL advisors nationwide. It reflects Cynthia’s experience in delivering the financial advice and personalized service her clients need to pursue their financial goals.

Cynthia’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 66 LIFE & HEALTH