Cindy serves as a Wealth Manager, working directly with clients to develop, implement and maintain a holistic financial planning strategy to help achieve their goals and address their complex financial needs. Cindy helps a variety of clients in the areas of retirement planning, investment management, tax planning, estate planning, risk management, business succession and legacy planning.
Cindy brings to her clients almost two decades of experience in the financial services industry. Prior to joining Creative Planning, she spent the majority of her wealth management career working for a large regional financial institution, providing individual clients and their families with comprehensive investment management and financial planning strategies. During her tenure there she was part of the Senior Advisor Leadership Team and was also awarded the President’s Council Award in 2013, 2014, 2015 and 2016 for outstanding performance.
Cindy earned her bachelor’s degree from the University of California, Los Angeles, and is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Additionally, she holds the Chartered Retirement Planning CounselorSM designation as designated by the College for Financial Planning. Cindy is also a member of the Financial Planning Association.
A native of Southern California, Cindy is an avid dog lover and spends time volunteering with her local no-kill animal shelter to help dogs find their forever homes, in addition to spending time with her own dog, Bailey. She also enjoys camping, boating, cooking, and being with her family and friends.