CFP®
I believe we all have a “why” in our lives – the driving force for what we do and why we do it. For me, it’s my adopted twins, Heather and Chris. I’m passionate about giving them the best life I can. I love spending time with them, especially traveling and boating here in Texas. Whatever your “why” is, as a financial planner, I can show you how, with a plan personalized for your goals and your purpose.
See Cimalie's Full BioCERTIFIED FINANCIAL PLANNER®
Bachelor of Arts, Sociology & Psychology - University of Texas
Master of Business Administration, Management & Finance - Tulane University
Financial planning, Retirement planning, Investment management, Insurance guidance, Tax planning, Estate planning
Real experiences from real clients who trust us with their financial future.
Paul P
5 out of 5 stars
I retired from Boeing April 2024- Cimalie Zoy was recommended by co-workers who have retire before me. She is awesome - she does what she says she is going to do. She is smart, trustworthy and dependable. This is exactly what I wanted and needed.
Randall P
5 out of 5 stars
Fabulous!
Edgar T
5 out of 5 stars
I have been absolutely please with my experience and our advisor Cimalie Zoy. She worked to understand our goals and even met with us on short notice when I got a buyout offer from my employer. Her guidance allowed me to retire almost two years early.
Mike R
5 out of 5 stars
Have been with Cimalie for several years and would not change anything. She is always responsive and proactive with current events and how it plays to our investments. She is very personable and likable. Bottom line we trust her!
Jeanne S
5 out of 5 stars
Cimalie is like a member of our family! We so appreciate her knowledge, her helpfulness, her professionalism, her availability and her care!
Dale H
5 out of 5 stars
Cimalie has been great to work with since we joined with Edelman.
Martin L
5 out of 5 stars
We are very happy with Edelman Financial Engine services. All questions are answered promptly. All request are handled professionally.
Bill
5 out of 5 stars
I’ve been working with Cimalie for, at least, 10 years. She has done a great job guiding me through some critical financial decisions and kept me focused on a successful path.
Schuyler
5 out of 5 stars
We have all the faith in the world in Cimalie. We have done well in our investments. We also enjoy meeting in person for the yearly review. I have recommended Cimalie several times. It is really easy doing business with her.
Mark C
5 out of 5 stars
Very attentive to my needs and addressing my concerns on uncertainty
Kevin W
5 out of 5 stars
We feel very safe with Cimalie our financial advisor, she understands what type of life style we want and how to best attain that through our financial plan she developed.
Jack F
5 out of 5 stars
I’m very satisfied with the account management so far and the communication has been excellent.
Edelman Financial Engines requests that current clients share their experiences. No compensation is paid for their testimonials and EFE does not control the content. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Please see the important information below if the planner holds a CFP® designation. Not all planners will hold this designation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Financial planning is a personal pursuit. As your financial advisor, I’ll get to know you – your specific goals, your concerns and what you want to accomplish. By understanding where you’d like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, we’ll build a personalized plan that can give you the best opportunity to reach your goals.
Certain services provided on an educational and guidance basis only.
A fiduciary is an individual who acts in the best interests of a particular person or beneficiary. In the world of financial services, that means fiduciary advisors must only act in the best interests of their clients.
Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
A financial advisor can help you focus on the future and gain control of your personal finances. Edelman Financial Engines financial advisors know how to help optimize your portfolio for today – and adapt it for tomorrow. Our advisors will guide you every step of the way as you embark on your new journey.
While not all of our advisors are able to take on new clients at this time, if you have a preference to work with a particular advisor, we will do everything that we can to accommodate your request.
Every financial advisor at Edelman Financial Engines is listed on our website with their credentials and work experience. You may use Find a Financial Planner to connect with an advisor near you.
You may also view the SEC’s public disclosure website for financial advisors.
We recommend that you work with an advisor who is in your area. For those who do not live close to an Edelman Financial Engines office or are otherwise unable to meet in person, we have the option of having a virtual relationship. Don’t see a location near you? Our National Advisor Center can help.
Here at Edelman Financial Engines our goal is to provide the very best service and experience possible to our clients. On our website, we have each of our advisors and their profiles available to the public. If you would prefer to meet with another advisor who was not assigned to you, please just let us know and we will do everything that we can to accommodate you.
Your wealth planning team is led by your local advisor in your area, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.
