Cynthia is a financial professional committed to helping individuals and families achieve their financial success. Whether you’re a young professional, just starting a family, already established, running a successful business, or are ready to retire, it’s never too early to get organized and create a financial strategy.
Her commitment towards helping those achieve their financial strategies began in 2010 after having experienced personal loss due to an unexpected illness. Having lost the matriarch of the family so unexpectedly, it truly became a turning point in her life both personally and professionally. As a young mother of two boys at the time, Cynthia found herself questioning whether she had prepared sufficiently for her own family and quickly became an advocate for others.
She soon transitioned and applied her years of experience working with the University of Southern California in Preventative Research and Medicine into financial services. It was a natural transition for Cynthia as she was able to continue her platform of educating while providing guidance within her communities.
Cynthia’s journey of being able to help others continued as she understood how important it was to safeguard their financial well-being and independence. Her dedication towards educating and providing options in an effort to create proactive plans for the betterment of not only her clients but their continued family legacy resonated due to her personal experience.
She is proud to work with a firm that aligns itself with the same integrity and values for which she has upheld so dearly throughout her career as a Financial Professional. Together her team have many years of experience working with clients throughout Southern California and nationwide. Pacific Advisors has served over 60,000 clients with personal, family, and enterprise financial strategies. Providing strategies in:
Cynthia is currently housed in the City of Claremont but also serves the communities of Los Angeles as well as Orange County and looks forward to connecting and building a financial plan that helps protect what’s most important to you.
As part of her volunteer work as a Registered Representative, she also has the pleasure of working with the Los Angeles Archdiocese Planned Giving Office as well as Orange Catholic Foundation in providing Estate Planning and Financial Workshops for their parishioners. She is currently working on additional specialized credentials as she feels continuing education is key in providing her current and future clientele with strategic financial strategies.
At Pacific Advisors, we combine decades of collective knowledge and a time-tested process to help you and your family craft a plan of action for financially producing and supporting a good life for the rest of your life. We call this plan your Path of Confidence™. At the end of the day, each of us is doing our best to live a good life. While money is no assurance of a good life, not having enough money for lifelong financial success certainly threatens a good life.
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At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-4478215. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0G69083.
This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.