Cynthia Venturelli, FPQP

Principal

Los Altos

Client Advisory

Biography

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.

Education

  • B.A. in Teaching, Sam Houston State University’s College of Education

Highlights

  • Financial Paraplanner Qualified Professional
  • Notary Public
  • Member of the Financial Planning Association
  • Member of the National Notary Association

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By clicking “Submit”, 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.