Maximizar la venta de tu empresa: Estrategias para el éxito [Webinar Replay]

Wealth Manager

Cydney is a dedicated financial professional with a strong focus on guiding high-net-worth individuals and families through the complexities of the economic and legal landscape. Her expertise is enhanced by her CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst® (CIMA®) certifications, reflecting her commitment to providing tailored investment strategies and comprehensive financial planning.

With nearly a decade of industry experience with another RIA firm in the Woodlands, Cydney has made notable contributions, including a key role on the Investment Committee where she expertly managed dynamic portfolios and asset allocations. Her career began in the Oil and Gas sector as a cost controller for a multinational corporation, during which she earned a Bachelors Honors Degree in Accounting and Finance, graduating with First Class Honors from the University of Bradford. Her academic excellence was further recognized with an Outstanding Academic Achievement Award from her European College.

Cydney’s global perspective is enriched by her international experience with a Big 4 Accounting Firm, providing her with invaluable insights into the financial challenges and opportunities that clients face. She completed her financial planning education at the University of Texas at Austin and has passed Level 1 of the Chartered Financial Analyst® (CFA®) exam. Additionally, her post-graduate education includes completing the CIMA® education program at Yale School of Management and she is registered as a state Investment Advisor Representative with a Series 65 license.