About My Practice
Cynthia is a CERTIFIED FINANCIAL PLANNER professional with over 12 years experience in the financial services industry. She is also admitted by the U.S. Treasury Department to practice taxation before the Internal Revenue Service. Her unique financial & tax planning skills enable her to provide comprehensive advice for her clients. She is specialized in financial and retirement income planning needs for age 50 plus baby boomer and beyond. Her mission and passion is to provide prudent and sound financial advice to help her clients to invest wisely, tax efficiently and retire comfortably.
Cynthia has been in the financial service community since 1980'. She services her clients in both Private and public sector. She specializes in all type of retirement plans and income distributions needs. Her investment advisory service is using multi-strategies of ETFs, mutual funds, equity/stock/bonds, alternative investment vehicles to compose client's investment portfolio. She also has specialty areas in tax planning for special circumstances of tax planning, such as divorce, death of a spouse/family, inherited IRA and wealth inheritance.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - EA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.