Cindy-Alvarez-Photo-Collage

Cindy Alvarez

Wealth Management Advisor

As a Wealth Management Advisor, Cindy works with Wambolt & Associates clients on financial plan design, cash flow analysis and making sensible portfolio recommendations. Cindy specializes in helping clients identify where they are financially, and where they need to be for retirement.

Since becoming part of the team at Wambolt & Associates in 2012, Cindy has been making a difference in the lives of all of clients. She builds quality relationships and truly listens to their financial objectives. She understands the vulnerability that comes along with financial planning and helps clients achieve confidence in reaching their goals.

Cindy took a sabbatical from her career in 2001 to start a family. It was during that time that she found her passion in educating women on the importance of saving, planning and investing. With her growing success in that field, she decided to focus her career on wealth management. She takes great pride in being able to relate to women, especially those who are in need of financial knowledge. She loves being a resource to all of her clients when life takes a turn. Cindy has also worked for Edward Jones and Maverick Partners, LLC.

When Cindy is not focusing on her clients, she spends time with her two children. They enjoy hitting the trails and finding the path less traveled. Be it hiking, skiing, or snowboarding, Cindy and her family enjoy all that Colorado has to offer!

Education:
Northeastern Illinois University, Chicago, IL / Bachelor of the Arts, English Language and Literature

Professional Certifications:
Series 7, 66