Cindi Porter, CFP®


Cindi Porter has been a Financial Planner for 13 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 CERTIFIED FINANCIAL PLANNER.   She holds a Series 7 securities license in the following states: Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin.  Cindi offers insurance products in the following states: Arkansas, Colorado, Florida, Georgia, North Carolina and Virginia.