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