Author: Cydney P. Nash, CFP®, CIMA®

  • Cydney Nash CFP

    Wealth Manager

    Cydney P. Nash is a dedicated financial professional who works with high-net-worth individuals and families, providing thoughtful guidance across investment management and comprehensive financial planning. With more than a decade of experience in wealth management, she brings a disciplined, analytical approach shaped by investment management, accounting, and international business experience.

    Cydney holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Investment Management Analyst® designation, reflecting her commitment to comprehensive financial planning and investment management. She has also completed Level I of the Chartered Financial Analyst® examination program and holds the Series 65 qualification as an Investment Adviser Representative.

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