Cynthia Morris, CFA, CFP®, CDFA®
SVP—SENIOR ADVISOR
Cynthia joined Litman Gregory in 2021. She has over 25 years’ experience in the investment industry working with individuals & families. Prior to joining Litman Gregory, Cynthia held portfolio management and financial planning roles at Sensiba San Filippo Financial Advisers and Rand & Associates. Her responsibilities included asset allocation and portfolio management oversight, as well as financial planning to project cash flows in/through various life events & transitions, discover opportunities and solve problems.
SPECIALTIES
- Financial Planning
- Life Events and Transitions
- Listening
ACHIEVEMENTS & CREDENTIALS
- BA, Economics – Whitman College
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst Designation (CFA)
- Certified Divorce Financial Analyst (CDFA®)
PERSONAL OBSESSIONS
- Time with my husband, especially while backpacking
- Advocacy for senior citizens
- chewy.com