Cynthia started working for MainStreet Financial Planning in 2018 as a Financial Planner. Cynthia worked for wealth management and investment management companies prior to joining MainStreet. She made the shift to financial planning to guide clients through making good financial decisions through both grim and exciting changes in life. More than anything, she thrives on helping people.
Cynthia considers herself a compulsive volunteer. She has previously been on the board of the Junior League of San Francisco and the Financial Planning Association of San Francisco where she was president of the chapter in 2015. She is currently Treasurer and on the “posse” for the Far West Roundup–an annual financial planning conference. She obtained her CFP designation in 2008 and completed a masters in financial planning and taxation at Golden Gate University.
When not working, she likes to play pub trivia and tend to her garden of avocado plants grown from pits. She roots for the San Francisco Giants and will always cheer for the 49ers unless her home team, the Vikings, are playing.