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

CONTACT

[email protected]Connect on LinkedIn

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