Personalized financial advice
Cindy Scott is a CERTIFIED FINANCIAL PLANNER™ professional with Schwab Intelligent Portfolios Premium, Schwab’s hybrid digital advisory service which combines a fully automated investment portfolio with a comprehensive financial plan and unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional. Scott has extensive training and experience in a broad range of investment and financial planning topics. She works closely with Schwab clients to evaluate their most important financial planning needs, helping them build personalized wealth management strategies that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Scott has 25 years of professional experience in financial planning and wealth management. She began her career at H.D. Vest Financial Services (now known as Avantax) and served as the director of 1st Global’s Wealth Management Academy. Prior to joining Schwab, she served as an investment counselor at Transamerica and Fisher Investments.
Scott earned a Bachelor of Arts degree in Economics and Business from Hendrix College in Arkansas. She holds the FINRA Series 7, 24, 63, and 65 registrations in addition to being a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant® and Chartered Retirement Planning CounselorSM.