Cynthia  Venturelli
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Cynthia Venturelli

Principal
Cynthia is a Principal in the Los Altos office. Her primary responsibilities include assisting clients with the administrative tasks inherent with financial success and the implementation of decisions made in client/advisor meetings. She has more than thirty-five years of senior-level experience in client service and support.

Prior to joining Cerity Partners, Cynthia was the Senior Vice President of Client Services for Sullivan & Serwitz, where she began in 1994 as an executive assistant.

Cynthia received her Financial Paraplanner Qualified Professional designation from the College for Financial Planning. This designation demonstrates her competence in gathering, reviewing, and analyzing clients’ information to provide them with a comprehensive picture of their financial status and make progress toward their family, career and financial objectives.

Cynthia earned her Bachelor of Arts degree in Teaching from Sam Houston State University’s College of Education. She is a Notary Public and a member of the Financial Planning Association and the National Notary Association.

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Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

(312) 715-3800

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Denver

4725 S Monaco St
Denver, CO 80237

(303) 753-1053

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

(817) 877-1040

Los Altos

779 Altos Oaks Drive
Los Altos, CA 94024

(650) 949‐2221

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

New York

220 East 42nd Street
32nd Floor
New York, NY 10017

(212) 476-5555

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Altos

779 Altos Oaks Drive
Los Altos, CA 94024

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

New York

220 East 42nd Street
32nd Floor
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626