Cindy Sforza, Cfp®, Crpc®

Cindy Sforza, Cfp®, Crpc® Email and Phone Number

President and Founder of Lucidity Wealth Advisors Inc. @ Lucidity Wealth Advisors Inc.
Cindy Sforza, Cfp®, Crpc®'s Location
Brea, California, United States, United States
Cindy Sforza, Cfp®, Crpc®'s Contact Details

Cindy Sforza, Cfp®, Crpc® personal email

Cindy Sforza, Cfp®, Crpc® phone numbers

About Cindy Sforza, Cfp®, Crpc®

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.

Cindy Sforza, Cfp®, Crpc®'s Current Company Details
Lucidity Wealth Advisors Inc.

Lucidity Wealth Advisors Inc.

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President and Founder of Lucidity Wealth Advisors Inc.
Cindy Sforza, Cfp®, Crpc® Work Experience Details
  • Lucidity Wealth Advisors Inc.
    President And Founder Of Lucidity Wealth Advisors Inc.
    Lucidity Wealth Advisors Inc. Aug 2023 - Present
  • Towneley Capital Management, Inc.
    Senior Advisor
    Towneley Capital Management, Inc. Mar 2021 - Aug 2023
    Laguna Hills, Ca, Us
  • Creative Planning Inc.
    Private Wealth Manager
    Creative Planning Inc. Jul 2017 - Feb 2021
    Overland Park, Kansas, Us
  • Uc Irvine
    Instructor Of Financial Planning
    Uc Irvine Jan 2018 - Dec 2019
    Irvine, Ca, Us
  • Bronfman E.L. Rothschild
    Senior Wealth Advisor
    Bronfman E.L. Rothschild Sep 2016 - Jun 2017
  • Cuna Brokerage Services, Inc
    Vice President, Wealth Management
    Cuna Brokerage Services, Inc Jun 2008 - Sep 2016
    Madison, Wisconsin, Us
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jul 2007 - Feb 2008
    New York, Ny, Us

Cindy Sforza, Cfp®, Crpc® Skills

Series 7 Mutual Funds Retirement Planning Retirement Investments Financial Services Strategic Financial Planning Securities Portfolio Management Wealth Management Estate Planning 401k Asset Allocation Equities Series 66 Retirement Income Strategies Multi Generational Wealth Transfer Wealth Accumulation Wealth Preservation Holistic Financial Planning Personal Financial Planning Credit Unions Certified Financial Planner

Cindy Sforza, Cfp®, Crpc® Education Details

  • Ucla
    Ucla
    Psychology
  • The American College Of Financial Services
    The American College Of Financial Services
    Cfp®
  • College For Financial Planning
    College For Financial Planning
    Crpc®

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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