CYNTALIA CIPTO
Financial Services Consultant
2x MDRT
Since joining the firm in 2017, clients have sought out Cyntalia for her dedication to ensuring that clients receive the best outcomes. Cyntalia has the ability to translate her deep product knowledge of different financial instruments and breakdown complex ideas and policies into simple terms that clients can understand. Her approach to financial planning is collaborative. Clients who have been with her from the start love the fact that she takes the time to get to know them, their personal and professional goals, and then comes up with a realistic plan to help grow and protect their wealth.
In Cyntalia’s own words, “My greatest motivation is planting seeds of love, knowledge, and care to ensure my clients have peace of mind financially.” It is this motivation that keeps her going above and beyond for the clients she serves.
While Cyntalia works with all demographics, she has a number of clients who have families, run their own businesses, and are recent graduates. No matter where a client is in their current stage of life, Cyntalia is committed to providing the best financial advice and insurance policy assistance that she can. And as many of her clients will attest, she does it all with a smile and a sincere heart that clients truly appreciate.
Cyntalia’s clients also comment that she bears one of the key hallmarks of a great financial services consultant, that is, always being just a phone call away to answer any question or address any issues should they arise. These attributes keep clients coming back to Cyntalia year after year, proving that she is the type of Financial Services Consultant who is in it for the long haul and can not only grow your portfolio but also grow to accommodate your increasing needs throughout the years as life and career circumstances change.