Cindi Porter, CFP®

Cindi Porter has been a Financial Planner for 17 years. She has led numerous financial planning workshops, and is the co-author of 24 Investment Strategies.

Being Bill's daughter, Cindi received an extensive apprenticeship that is unrivaled in this industry.  While Cindi's area of focus is retirement planning, she has a diverse clientele. 

Cindi has earned a Bachelor of Science degree and is a CERTIFIED FINANCIAL PLANNER.   She passed her Series 7 securities exam.  Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in.  Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.