About the financial planner

Cynthia is a Certified Financial Planner™ professional that specializes in personal and family financial planning, family governance and family entrepreneurship. She has an MBA from Babson College, a Master Planner Advanced Studies™ designation and a Sports & Entertainment Accredited Wealth Management Advisor™ designation.

Cynthia has assisted more than 750 individuals and families throughout her career in reaching their life and financial goals. She is a multidisciplinary professional dedicated to the preservation, growth and transfer of family wealth and legacy.