ABOUT CYNTHIA 

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:

• Getting financially organized and creating a plan of action
• Protecting what is most important to you, your income and the people you love
• Maximizing Cash Flow
• Implementing investment strategies that are right and comfortable for you

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.