Cindy Sforza, Cfp®, Crpc® Email and Phone Number
Cindy Sforza, Cfp®, Crpc® work email
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Cindy Sforza, Cfp®, Crpc® personal email
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Cindy Sforza, Cfp®, Crpc® phone numbers
As President and Founder of Lucidity Wealth Advisors Inc., I provide goals-based investment management and comprehensive financial planning and guidance to people and families, business owners, professionals, and retirees. From a young age I have always been interested in hearing people’s stories and helping them find solutions to their challenges. As your financial confidante and advocate, I provide a superior-service, client-centered experience as I help you navigate a full range of life events, including retirement, divorce, multi-generational planning, business sales, and many other life transitions. As a full-time Fiduciary and CERTIFIED FINANCIAL PLANNER™ professional, I have a legal and ethical responsibility to make recommendations that are best for you. My goal every time we meet is to help you gain clarity and to feel comfortable and confident in your financial future.
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President And Founder Of Lucidity Wealth Advisors Inc.Lucidity Wealth Advisors Inc. Aug 2023 - Present -
Senior AdvisorTowneley Capital Management, Inc. Mar 2021 - Aug 2023Laguna Hills, Ca, Us -
Private Wealth ManagerCreative Planning Inc. Jul 2017 - Feb 2021Overland Park, Kansas, Us -
Instructor Of Financial PlanningUc Irvine Jan 2018 - Dec 2019Irvine, Ca, Us -
Senior Wealth AdvisorBronfman E.L. Rothschild Sep 2016 - Jun 2017
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Vice President, Wealth ManagementCuna Brokerage Services, Inc Jun 2008 - Sep 2016Madison, Wisconsin, Us -
Financial AdvisorMorgan Stanley Jul 2007 - Feb 2008New York, Ny, Us
Cindy Sforza, Cfp®, Crpc® Skills
Cindy Sforza, Cfp®, Crpc® Education Details
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UclaPsychology -
The American College Of Financial ServicesCfp® -
College For Financial PlanningCrpc®
Frequently Asked Questions about Cindy Sforza, Cfp®, Crpc®
What company does Cindy Sforza, Cfp®, Crpc® work for?
Cindy Sforza, Cfp®, Crpc® works for Lucidity Wealth Advisors Inc.
What is Cindy Sforza, Cfp®, Crpc®'s role at the current company?
Cindy Sforza, Cfp®, Crpc®'s current role is President and Founder of Lucidity Wealth Advisors Inc..
What is Cindy Sforza, Cfp®, Crpc®'s email address?
Cindy Sforza, Cfp®, Crpc®'s email address is sf****@****ond.com
What is Cindy Sforza, Cfp®, Crpc®'s direct phone number?
Cindy Sforza, Cfp®, Crpc®'s direct phone number is +194939*****
What schools did Cindy Sforza, Cfp®, Crpc® attend?
Cindy Sforza, Cfp®, Crpc® attended Ucla, The American College Of Financial Services, College For Financial Planning.
What skills is Cindy Sforza, Cfp®, Crpc® known for?
Cindy Sforza, Cfp®, Crpc® has skills like Series 7, Mutual Funds, Retirement Planning, Retirement, Investments, Financial Services, Strategic Financial Planning, Securities, Portfolio Management, Wealth Management, Estate Planning, 401k.
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