Chris Cyndecki, CFA, CFP®

Wealth Advisor at Pioneer Wealth Management Group
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, Texas Metropolitan Area
Languages
  • Polish Native or bilingual proficiency
  • Spanish Limited working proficiency

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
  • Series 65
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Pioneer Wealth Management Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • May 2011 - Present

      Helping families build clarity and peace of mind around money. Area of focus: professionals who receive a large portion of income in the form of employer stock. Areas of expertise: - restricted stock units (RSU) - stock options (ISO and NQO) - employee stock purchase plan (ESPP) Helping families build clarity and peace of mind around money. Area of focus: professionals who receive a large portion of income in the form of employer stock. Areas of expertise: - restricted stock units (RSU) - stock options (ISO and NQO) - employee stock purchase plan (ESPP)

Education

  • The University of Texas at Austin - Red McCombs School of Business
    Bachelor of Business Administration (BBA), Finance: Investment Management; Minor: Sociology
  • Bryant University
    Financial Planning Certificate Program

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