Cynthia Meyer, CFA®, CFP®, ChFC®
Principal at Real Life Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
New York City Metropolitan Area
Languages
-
English Native or bilingual proficiency
-
French Professional working proficiency
-
Italian Elementary proficiency
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Chartered Financial Analyst™
CFA InstituteJun, 2014- Nov, 2024 -
Chartered Financial Consultant®
The American CollegeFeb, 2003- Nov, 2024 -
Certified Financial Planner™
CFP BoardMay, 2001- Nov, 2024 -
Certified Financial Manager
Merrill LynchJun, 2000- Nov, 2024
Experience
-
Real Life Planning
-
United States
-
Financial Services
-
1 - 100 Employee
-
Principal
-
Apr 2019 - Present
-
-
-
Financial Finesse
-
United States
-
Financial Services
-
1 - 100 Employee
-
Resident Financial Planner
-
Feb 2015 - Apr 2019
-
-
-
Cynthia Meyer, CFA®, CFP®, ChFC®
-
Greater New York City Area
-
Investor/Financial Planner/Financial Educator
-
2005 - Jan 2015
-
-
-
Merrill Lynch
-
United States
-
Financial Services
-
700 & Above Employee
-
Senior Financial Advisor/Financial Advisor
-
1997 - 2005
-
-
-
Various Democratic Candidates & Committees
-
United States
-
Campaign Manager and Political Consultant
-
1990 - 1996
-
-
-
Democratic National Committee
-
Washington D.C. Metro Area
-
National Campaign Job/Talent Bank and Training Coordinator
-
1989 - 1989
-
-
Education
-
Georgetown University
Bachelor of Science
Community
You need to have a working account to view this content.
Click here to join now
