Cynthia Niesen, CFP®, CLU®

Financial Consultant - Member Relationship Advisor

Representative for clients not served by a local Schwab branch.

+1 877-525-9729

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

34 years of professional experience

  • Financial Consultant - Member Relationship Advisor, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2014-2020
  • Financial Advisor, Citigroup/Citibank, 2011-2014
  • Senior Managing Director, Seidman Private Advisors, 2009-2011
  • Financial Advisor, UBS Financial Services, 2006-2009
  • Financial Advisor, Morgan Stanley, 2004-2006

Education

  • Columbia Business School-Columbia University-Finance
  • Manhattanville College-History

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