Cindy Poole

Cindy Poole Email and Phone Number

Financial Advisor managing IRAs for aerospace professionals, concentrating in TSP rollovers for Federal retirees. @
Cindy Poole's Location
Lancaster, California, United States, United States
Cindy Poole's Contact Details

Cindy Poole work email

Cindy Poole personal email

n/a
About Cindy Poole

Upon retiring as an Air Traffic Control Specialist with the FAA, I was able to devote my time to managing portfolios for wealthy retirees. In 2014 I was recruited by Nadia Dickinson to become a financial advisor at Dickinson Graham Capital Management. Since then, I have become active with the Antelope Valley Board of Trade, where I serve on the AEROCOMM Committee and enjoy traveling to DC and Sacramento to advocate on behalf of the AERO industries. I was recently appointed as a trustee to the Antelope Valley Cemetery District Board by Supervisor Kathryn Barger and I am privileged to serve as an Honorary Commander of the 412th Test Wing at Edwards AFB. At DGCM, it’s our business to find solutions. By combining my experience working in aviation with my experience in finance, I am able to specialize in bringing solutions to the aeronautics and aerospace communities. I live in Lancaster with my husband Bill, our sons Dylan, Aidan and Joe and our two rowdy dogs.This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582. www.finra.org and www.sipc.orgSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Dickinson Graham Capital Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Dickinson Graham Capital Management and Kestra IS are not affiliated.

Cindy Poole's Current Company Details
Dickinson Graham Capital Management

Dickinson Graham Capital Management

Financial Advisor managing IRAs for aerospace professionals, concentrating in TSP rollovers for Federal retirees.
Cindy Poole Work Experience Details
  • Dickinson Graham Capital Management
    Financial Advisor
    Dickinson Graham Capital Management Sep 2014 - Present
    Lancaster, Ca
    We Build RelationshipsOur firm takes your whole financial picture into consideration, because we are relationship-oriented,not product-oriented. Our mission is to put you first. We believe financial planning is a marathon, not a sprint. Our role is to help make sure that each step of the journey is integrated with the ones that came before to help ensure that you reach your goals.We believe in designing strategies that are aligned with your stated objectives. To do that, we:• Look at your current financial situation• Help you define future objectives• Plan for wealth accumulation• Plan for retirement distribution• Help you implement the right planning documents• Help you understand the tax issues• Negotiate insurance that fits into your whole financial planAnd in a constantly changing financial environment, we monitor your strategy to help make sure it remains on track to meet your goals by continually assessing your needs and expectations. Helping clients achieve their objectives is our goal.
  • Federal Aviation Administration
    Air Traffic Control Specialist
    Federal Aviation Administration Oct 1990 - 2005
    Los Angeles Air Route Traffic Control Center
    Air Traffic Control Specialists are responsible for the safe, orderly and expeditious movement of air traffic through the nation's airspace. Air Traffic Control Specialists in the En Route (Center) option give aircraft instructions, air traffic clearances, and advice regarding flight conditions while en route between airports. They provide separation between aircraft flying within the Federal airways or operating into or out of airports.
  • Homefed Bank
    Personal Financial Consultant
    Homefed Bank 1989 - 1990
    San Rafael, Novato And Santa Rosa, California
    One of my clients, the Vice Chairman, Head of Global Wealth and Investment Management for Bank of America, encouraged my interest in the stock market and guided me towards my eventual career.I was recognized by American Express for achieving top sales in 1989.
  • United States Postal Service
    Letter Carrier And 204B Supervisor
    United States Postal Service 1985 - 1989
    Idaho Falls, Id

Cindy Poole Skills

Air Traffic Control Aviation Customer Service Financial Planning Public Speaking Strategic Planning Management Flights Flight Safety Marketing Financial Analysis Airports Money Management Civil Aviation Aircraft Leadership Investments Wealth Management Marketing Strategy Team Building Sales Event Planning Securities Social Media Retirement Plan Consulting Stock Market Fiduciary Business Strategy Strategy Retirement Finance New Business Development Portfolio Management Financial Advisory

Cindy Poole Education Details

Frequently Asked Questions about Cindy Poole

What company does Cindy Poole work for?

Cindy Poole works for Dickinson Graham Capital Management

What is Cindy Poole's role at the current company?

Cindy Poole's current role is Financial Advisor managing IRAs for aerospace professionals, concentrating in TSP rollovers for Federal retirees..

What is Cindy Poole's email address?

Cindy Poole's email address is ci****@****ham.com

What schools did Cindy Poole attend?

Cindy Poole attended College For Financial Planning, Faa Academy, Mike Monroney Center, Oklahoma City, Idaho State University, Brigham Young University - Idaho, Boise State University.

What are some of Cindy Poole's interests?

Cindy Poole has interest in Children, Education.

What skills is Cindy Poole known for?

Cindy Poole has skills like Air Traffic Control, Aviation, Customer Service, Financial Planning, Public Speaking, Strategic Planning, Management, Flights, Flight Safety, Marketing, Financial Analysis, Airports.

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