Cynthia is a Senior Financial Advisor at Summitry. She primarily works with the Private Client Group, advising clients on their financial affairs, helping them articulate their financial goals, and seeing to it that the resources of the firm are marshaled to serve their interests.
Prior to joining Summitry, Cynthia earned a Bachelor of Science degree in Accounting from Santa Clara University. She brings decades of financial advisory experience to the firm having started in the industry in 1992. She began her career with The Portola Group in Menlo Park and then spent 11 years at Charles Schwab, holding various roles within the company, providing investment guidance, and serving as Vice President & Branch Manager. Following her time at Charles Schwab, she was a Branch Manager for Citibank, where she had the overall responsibility for aligning branch staff to provide a superior client experience and deliver business results. Cynthia joined Summitry in 2005.
Cynthia currently resides in San Jose with her husband, Matthew, and their three children.
