Cindy Scott, CFP®, ChFC®, CRPC® | Source | CFP®, ChFC® with Schwab Intelligent Portfolios Premium, Sr Manager at Charles...

Cindy provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning. She is driven by a personal mission of helping people live lives of joy, significance and meaning through the proper management of their resources. She has 25 years of professional experience in the financial planning space. She holds a BA in Economics & Business from Hendrix College. She is a CERTIFIED FINANCIAL PLANNER™ Certificant, a Chartered Financial Consultant® and a Chartered Retirement Planning CounselorSM. She holds Series 7, 24, 63, 65 Securities Licenses.