Cindi Porter-Rowe has been a Financial Planner for 25 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.

In 2009, Cindi was honored with a recognition by Atlanta Magazine for her selection as a "Five Star Wealth Manager In Atlanta. 

Cindi has earned a Bachelor of Science degree, holds FINRA Series 7 and NASAA Series 63 licenses as well as the CERTIFIED FINANCIAL PLANNER™ designation.

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.

The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these have set criteria for their nominations and eligibility requirements. Our firm compensated Atlanta Magazine to be considered for the award.