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

CONTACT

Cynthia.Morris@lgam.com | Connect on LinkedIn