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Cindy Chan , CFT™, MBA

Principal

Albany

Client Advisory

Biography

Cindy is a Principal & Wealth Advisor in the Albany, NY office. Working with individuals, families, corporate executives, and business owners, she offers holistic financial planning and financial therapy tailored to each individual client’s needs. She advises clients on all aspects of their financial lives, including investments, estate and income tax planning, compensation and benefits, insurance, and charitable giving.

Prior to joining Cerity Partners, Cindy worked as an Associate Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Cindy joined Graypoint after being employed at Ayco, a Goldman Sachs Company, where she was a Financial Planner in the Ayco Family Office. In addition to her experience working with family office clients, Cindy has a background in HR, operations, and management at Fortune 500 companies and the public sector.

In her spare time, Cindy enjoys planning her next travel destination, being outside as much as possible, and going on adventures with her family.

Learn more about my practice.

Education

  • B.S. in Business Administration & Management from University at Albany
  • MBA in Business Administration & Management from University at Albany

Highlights

  • Certified Financial Therapist (CFT™)

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.