Cynthia

Leal

CRPC™, Certificate in Blockchain and Digital Assets℠, CWS®

picture of a planner

Here to act in your best interests

About me

Since the start of my career as a financial advisor in 2005, I have helped countless clients think through their lifelong goals and enable them to follow a smart and well-developed plan to achieve their financial milestones. Outside of work, I’m either spending time with my family, walking my dogs Suzy and Addie, volunteering in my church, hiking, traveling, watching movies, reading a book, gardening, or working on a DIY project at home.

Certifications

Chartered Retirement Planning Counselor™

Certificate in Blockchain and Digital Assets℠

Certified Wealth Strategist®

Education

Bachelor of Arts, Management - Menlo College

Master of Science, Finance - Purdue University

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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