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

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Cynthia Leal

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.


Chartered Retirement Planning Counselor™

Certificate in Blockchain and Digital Assets℠

Certified Wealth Strategist®


Bachelor of Arts, Menlo College

Master of Science, Purdue University

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Sacramento I - Roseville (East)

2901 Douglas Blvd
Suite 250
Roseville, CA 95661

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Sacramento - Elk Grove (Appt Only)

9245 Laguna Springs Drive
Suite 200
Elk Grove, CA 95758

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San Francisco V - San Rafael

3950 Civic Center Drive
Suite 315
San Rafael, CA 94903

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning