About: Cyndi takes being a Financial Planner, Advisor, and Educator as one of her greatest gifts and responsibilities. She has a natural ability to guide people to visualize, verbalize, and create a plan to pursue their financial and life goals. She possesses a collaborative leadership style, is a self-motivated go-getter, and mostly enjoys the opportunities the financial industry provides her to coach and mentor others.
Cyndi embraces an entrepreneurial spirit. She received a B.B.A in Finance & Entrepreneurship from the University of Houston, Center for Entrepreneurship and Innovation. She is a Certified Financial Planner™, Certified Divorce Financial Analyst™, and Certified Tax Specialist™ and also holds a Certificate from University of Pennsylvania, Wharton School for Investment Management Analytics. In addition, she is licensed as a Texas Real Estate Broker and a Life-Health insurance agent.
Cyndi previously worked with a boutique financial firm in the Galleria area, then launched GPS Wealth Management in 2010. Prior to this, she was a successful full-time Realtor®, real estate investor, and founder of a start-up dot.com.
It's all of these long hours of study, life lessons, and experience that have made her one of the leading women financial advisors in the Houston-Metro area. Cyndi and husband, Paul, have been married and residents of Kemah for 30 years. They enjoy most outdoor activities including boating, travel, sports, and spending time with their two boxers.
Specialties: As an expert financial planner and investment advisor, Cyndi embodies skills to interpret economic facts intertwined with emotional issues of life and then, create livable financial plans. She can explain complicated subject matters in easy to understand language. When people understand it, they stick with it. This is why she teaches financial workshops with topics specifically for women. Her connection with women is to empower them to pursue more for themselves. Eventually, her students began revealing that they wish they had known how to deal with money matters in marriage, divorce, or single. Voila, Cyndi the comprehensive Financial Planner for Retirement and Divorce!
Quote: "All significant goals start with a plan. Seek experts for accountability and because you don't know, what you don't know. Pursue your life ON PURPOSE by taking one step at a time NOW!"
MEMBER SINCE APRIL 2018
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors,Inc. GPS Wealth Management and Securities America are separate companies.