Cynthia started working for MainStreet Financial Planning in 2018 as a Financial Planner. Cynthia’s entire professional career has been in financial services. Originally, however, after completing her undergraduate degree at San Francisco State University as a Business Analysis major, the career dream was very much Excel spreadsheet-centric, geeking out about well-crafted formulas. Fate had other plans and she wound up working for wealth management and investment management companies, doing everything from client service and marketing to bond trading and financial planning, loving not only the investment side and economy discussions, but also the exposure to clients and being a part of her client’s lives. She made the shift to financial planning to guide clients through making good financial decisions through both grim and exciting changes in life. More than anything, she thrives on helping people.
A pivotal moment in Cynthia’s life was when her mother died unexpectedly. Her mother had no will (that was found, anyway) and left behind a financial puzzle that needed to be solved along with a mountain of questions that may never be answered. Cynthia became determined to not let this happen when her dad eventually passed away knowing firsthand that the benefits of good financial planning doesn’t just involve money. When her dad later passed away, she and her family benefitted from the planning and organization done in advance, and wishes to share those lessons learned with others.
Cynthia volunteers regularly as a one-on-one counselor for FPA’s Financial Planning Days. She has previously been on the board of the Junior League of San Francisco, the Bay Area Financial Planning Association and the Financial Planning Association of San Francisco where she was president of the chapter in 2015. She is currently Treasurer and on the “posse” for the Far West Roundup–an annual financial planning conference and an Adjunct Professor at Golden Gate University. She obtained her CFP designation in 2008 and completed a master’s in financial planning and taxation at Golden Gate University.
She considers herself a wine enthusiast and her ‘green thumb’ extends only to spider plants. She roots for the San Francisco Giants and will always cheer for the 49ers unless her home team, the Vikings, are playing.
