CINDY DAY, CFP® Managing Director of Wealth Management and Financial Planning
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Shaped by her experience as a Peace Corps Volunteer, Cindy brings a unique perspective to the financial planning profession. Working with individuals in creating a financial blueprint for their future, she guides her clients through the planning process, helps them prioritize their needs, and keeps them focused on their financial goals and dreams. Cindy also works closely with organizations, helping establish and maintain employee retirement and executive benefit plans, Cindy creates “win-win” solutions for both the employer and the employees.
Cindy earned her Certified Financial Planner designation in 2001 and works with families, high-net worth individuals, business owners, CEOs, non-profit organizations, and 401(k) employees. Before joining BLS, she helped establish an independent RIA firm; was Vice-President of Retirement Plan Services at a comprehensive financial services firm and was a Branch Manager with an independent broker/dealer.
A summa cum laude graduate of Florida Atlantic University, Cindy completed her Bachelor’s degree in Political Science. She took time off from her college education to join the Peace Corps, lead a Greenpeace USA campaign to save the Everglades, lobby Congress to protect Florida’s coastline from offshore oil drilling, and travel the United States, Europe, West Africa, Australia, and South America.
Cindy is a founding Board Member of the Returned Peace Corps Volunteers of South Florida (RPCVSF). She enjoys photography and tending to her butterfly garden.