President And Founder Of Lucidity Wealth Advisors Inc.
Current
Aug 2023 - Present
AeroLeads people directory · profile
Cindy Sforza, Cfp®, Crpc® Email & Phone Number
President and Founder of Lucidity Wealth Advisors Inc.
at
Lucidity Wealth Advisors Inc.
2 work emails found
@towneley.com
2 phones found area 949
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Founder of Lucidity Wealth Advisors Inc.
Location
Brea, California, United States
Who is Cindy Sforza, Cfp®, Crpc®? Overview
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Quick answer
Cindy Sforza, Cfp®, Crpc® is listed as President and Founder of Lucidity Wealth Advisors Inc. at Lucidity Wealth Advisors Inc., based in Brea, California, United States. AeroLeads shows a work email signal at towneley.com, phone signal with area code 949, and a matched LinkedIn profile for Cindy Sforza, Cfp®, Crpc®.
Cindy Sforza, Cfp®, Crpc® previously worked as Senior Advisor at Towneley Capital Management, Inc. and Private Wealth Manager at Creative Planning Inc.. Cindy Sforza, Cfp®, Crpc® holds Bachelor Of Arts (B.A.), Psychology from Ucla.
Company email context
Email format at Lucidity Wealth Advisors Inc.
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*@towneley.com
71% confidence
AeroLeads found 2 current-domain work email signals for Cindy Sforza, Cfp®, Crpc®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Series 7, Mutual Funds, Retirement Planning, Retirement, and 19 others.
Current workplace
Cindy Sforza, Cfp®, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Cindy Sforza, Cfp®, Crpc® work experience
A career timeline built from the work history available for this profile.
Senior Advisor
Mar 2021 - Aug 2023
Private Wealth Manager
Jul 2017 - Feb 2021
Instructor Of Financial Planning
Jan 2018 - Dec 2019
Senior Wealth Advisor
Bronfman E.L. Rothschild
Sep 2016 - Jun 2017
Vice President, Wealth Management
Jun 2008 - Sep 2016
Financial Advisor
Jul 2007 - Feb 2008
3 education records
Cindy Sforza, Cfp®, Crpc® education
Bachelor Of Arts (B.A.), Psychology
Ucla
Cfp®
The American College Of Financial Services
Crpc®
College For Financial Planning
FAQ
Frequently asked questions about Cindy Sforza, Cfp®, Crpc®
Quick answers generated from the profile data available on this page.
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 Lucidity Wealth Advisors Inc.?
Cindy Sforza, Cfp®, Crpc® is listed as President and Founder of Lucidity Wealth Advisors Inc. at Lucidity Wealth Advisors Inc..
What is Cindy Sforza, Cfp®, Crpc®'s email address?
AeroLeads has found 2 work email signals at @towneley.com for Cindy Sforza, Cfp®, Crpc® at Lucidity Wealth Advisors Inc..
What is Cindy Sforza, Cfp®, Crpc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 949 for Cindy Sforza, Cfp®, Crpc® at Lucidity Wealth Advisors Inc..
Where is Cindy Sforza, Cfp®, Crpc® based?
Cindy Sforza, Cfp®, Crpc® is based in Brea, California, United States while working with Lucidity Wealth Advisors Inc..
What companies has Cindy Sforza, Cfp®, Crpc® worked for?
Cindy Sforza, Cfp®, Crpc® has worked for Lucidity Wealth Advisors Inc., Towneley Capital Management, Inc., Creative Planning Inc., Uc Irvine, and Bronfman E.L. Rothschild.
How can I contact Cindy Sforza, Cfp®, Crpc®?
You can use AeroLeads to view verified contact signals for Cindy Sforza, Cfp®, Crpc® at Lucidity Wealth Advisors Inc., including work email, phone, and LinkedIn data when available.
What schools did Cindy Sforza, Cfp®, Crpc® attend?
Cindy Sforza, Cfp®, Crpc® holds Bachelor Of Arts (B.A.), Psychology from Ucla.
What skills is Cindy Sforza, Cfp®, Crpc® known for?
Cindy Sforza, Cfp®, Crpc® is listed with skills including Series 7, Mutual Funds, Retirement Planning, Retirement, Investments, Financial Services, Strategic Financial Planning, and Securities.
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