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.