Cynthia
Leal

CRPC™, Certificate in Blockchain and Digital Assets℠

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Cynthia Leal

Here to act in your best interests

About me

I’ve been a financial planner since 2005, and in that time, I’ve 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, 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℠

Education

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

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health