“Stocks, Roth IRA, brokerage account, etc, can be very intimidating words. I kept hearing Cynthia throwing these words around and seeing her excitement was very contagious”.

I am first generation daughter of Mexican Immigrants and didn't know much about financial literacy, or how to manage and make my money grow. I got into a lot of credit card debt and let me not talk about student loans debt. But anything dealing with money has been overwhelming.

I am very BLESSED to have come across Cynthia and her excitement on building wealth. Cynthia offered an introductory workshop that opened my eyes to different ways to make my money grow instead of just having it sitting in a savings account. I was intrigued, especially when she stated that i did not need a lot of money to invest, it could be as low as $5 bucks. I booked a one-on-one with Cynthia and she broke down the concepts into words I could understand and helped me step by step to open a Roth IRA and a Brokerage account. We had another session and she helped me understand and be able to read my brokerage platform and look up stocks and what is it that I am seeing, diversifying my portfolio and understanding dividends, etc. I am probably throwing words that are intimidating you, just by reading my review, that just means you need to schedule a consultation with Cynthia and the word will flow right out of your mouth too. I am thankful for the push that Cynthia gave me, and looking forward to passing down the knowledge to my son, and helping him realize that he does not need to work for money but make money work for him.”

— Client, Alejandra Garcia