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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