Being a knowledgeable resource for individuals building their best financial futures is what truly excites Cindy Alvarez. The Wambolt & Associates’ emphasis on educating clients, fostering lasting relationships and addressing wealth management holistically connects with Cindy’s philosophy of “making society a little better each day.”
Cindy possesses a unique ability to translate complex financial concepts into simple-to-understand ideas that engender confidence in her clients. She is a keen listener who makes portfolio recommendations directly aligned with each client’s personal financial goals. Having formed a mom’s investing group when she paused her career to raise a family, Cindy has a particular interest in helping women become better educated about their finances. She has developed a Women, Wealth & Wisdom workshop to break down barriers that prevent women from comprehending their fiscal situations and designing strategies for a secure future.
Cindy’s diverse professional background, which encompasses marketing, project management, investing, and wealth management, enhances the breadth of the Wambolt team, which she joined in 2012. She especially appreciates the firm’s collaborative work environment and culture of trust.
Outside of the office, Cindy enjoys hiking, exploring the mountains in her Jeep, skiing and finding beach destinations for scuba diving.
Northeastern Illinois University, Chicago, IL / Bachelor of the Arts, English Language and Literature