Cydney P. Nash, CFP®, CIMA®
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.
Cydney P. Nash, CFP®, CIMA®
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.
A CLOSER LOOK AT
Cydney P. Nash
Outside of the office, Cydney and her husband Corey embrace the outdoors, exploring state parks and enjoying RV adventures. They savor the simple pleasures of life alongside their two beloved fur babies, Cash and Cooper.
A CLOSER LOOK AT
Cydney P. Nash
Outside of the office, Cydney and her husband Corey embrace the outdoors, exploring state parks and enjoying RV adventures. They savor the simple pleasures of life alongside their two beloved fur babies, Cash and Cooper.
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
(832) 789-1100
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
