In the News

An established financial expert, Cindy can speak to a comprehensive range of personal finance topics.

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Why advisors need to consider the unique financial challenges of LGBTQ clients.

Advisors who make an effort to use appropriate language can make LGBTQ clients and prospects feel more at ease.

Deanne Gage

Jun 27, 20243 min read

4 views

The wealth management industry has started to put an increasing amount of resources towards helping their diverse employees feel comfortable

James Berkow

Jun 24, 20221 min read

5 views

Cindy Marques sheds light on challenges, realities, and values for wealth professionals to consider.

Leo Almazora

Jun 15, 20223 min read

7 views