Edward Jones – Cynthia A. Wemyss, CFP®, ChFC®
As an experienced financial advisor, I provide a select clientele with personalized service in all areas of wealth strategies, including estate considerations, retirement planning and risk assessment. My mission is to help clients secure financial independence.
My team and I work closely with our local professional partners, such as CPAs and attorneys. Our comprehensive process enables clients to address five key areas: smart financial decision-making, mitigating taxes, caring for heirs, insuring assets and magnifying charitable gifts. Our professional network shares our goal of helping our clients attain and maximize the financial goals that are most important to them.
Our ideal client seeks to: design, build, implement and maintain a plan that creates financial security now and in the future. My team and I strive to set a path for our clients to help them achieve their most important financial goals.
I have lived in Los Altos for just about 30 years. I have raised my family here and am able to walk to work every day. Since 1999, I have had the pleasure of helping members in my community set a path toward achieving their financial goals.