About My Practice
Experience
Cyril is a Certified Financial Planner™ and serves as Managing Director and Senior Financial Advisor of White House Financial & Investment Solutions, LLC. Cyril has over 15 years of experience helping clients achieve financial goals. Prior to founding White House, Cyril served as a Financial Advisor with Merrill Lynch & Co. and an Investment Banking Associate with River Capital Markets, LLC. He received a Bachelors of Science degree in Engineering Physics (BSE) from the University of Michigan (Ann Arbor) and a Masters in Business Administration (MBA) in Finance & Investing from the University of Chicago. Cyril earned his designation as a Certified Divorce Financial Analyst (CDFA)
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 66
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA, CDFA, CSSC
Broker-Dealer Affiliation
Sigma Financial Corp.
Broker-Dealer Disclaimer
Securities offered through Sigma Financial Corporation. Member FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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