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Cynthia Meyer, CFA®, CFP®, ChFC®

Cynthia Meyer, CFA®, CFP®, ChFC®

National Campaign Job/Talent Bank and Training Coordinator

Followers of Cynthia Meyer, CFA®, CFP®, ChFC®924 followers
location of Cynthia Meyer, CFA®, CFP®, ChFC®New York City Metropolitan Area

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  • Timeline

  • About me

    Fee-Only Financial Planner | Real Estate Investor | Real Estate Success Coach | Media Resource | Speaker

  • Education

    • Georgetown University

      -
      Bachelor of Science

  • Experience

    • Democratic National Committee

      Jan 1989 - Jan 1989
      National Campaign Job/Talent Bank and Training Coordinator

    • Various Democratic Candidates & Committees

      Jan 1990 - Jan 1996
      Campaign Manager and Political Consultant

    • Merrill Lynch

      Jan 1997 - Jan 2005
      Senior Financial Advisor/Financial Advisor

    • Cynthia Meyer, CFA®, CFP®, ChFC®

      Jan 2005 - Jan 2015
      Investor/Financial Planner/Financial Educator

    • Financial Finesse

      Feb 2015 - Apr 2019
      Resident Financial Planner

    • Real Life Planning

      Apr 2019 - now
      Founder & Principal

    • Real Estate Financial Coach

      Jan 2021 - now
      Co-Founder & Coach Training Director

  • Licenses & Certifications

    • Coach Certification Program

      The Life Coach School
      Jan 2024
      View certificate certificate

    • Chartered Financial Analyst™

      CFA Institute
      Jun 2014
      View certificate certificate

    • Chartered Financial Consultant®

      The American College
      Feb 2003

    • Certified Financial Manager

      Merrill Lynch
      Jun 2000

    • Certified Financial Planner™

      CFP Board
      May 2001