Cynthia L. Leitman, CFP

Specialties

Cindie is The Financial Planner for People Facing Life Changing Events.

All of us go through events that change our lives. Some are eagerly anticipated, like retirement, getting married, expecting a child, receiving an inheritance. Some are painful, like the loss of a loved one, a divorce, or a life threatening illness. Each life changing event has financial consequences. We may not immediately think about them, but we need to understand and address them: our cash flow, investment asset allocation and management, debt management, risk management, tax planning, and our estate and legacy planning.

New circumstances will require us to make more informed financial decisions. We may need to change our current plans and ways of doing things. That’s where Cindie comes in. She helps her clients work through the financial implications for the life changing event they face and helps them make the most informed financial decisions possible.

Meet the Business Owner

Cindie L.

Business Owner

Cindie has over 30 years of experience helping people plan for life changing events. She is a Certified Financial Planner. She is also a Registered Principal with LPL Financial, one of the nation’s leading independent broker dealers. Cindie is also an insurance agent licensed by the State of California (CA license #675 079). Additionally, she is a Registered Investment Advisor with the state of California.

Cindie has been honored with the 2011 and 2012 Five Star Wealth Manger Award. This prestigious award has been given to a select group of fewer than 7 percent of wealth managers in Alameda and Contra Costa counties. Recipients were chosen based on confidential responses from clients, peers and experts in the financial services field. They were evaluated on a total of 12 criteria, including integrity, expertise, communication, quality of recommendations and reputation. Please visit www​.fives​tarpro​fes​sional​.com for more about this special award.