Contact: Cindy Couyoumjian
Email: [email protected]
Phone: (714) 210-0549
Cindy Couyoumjian
FINANCIAL ADVISOR
Cindy is the founder of Cinergy Financial and she believes that financial literacy is
a moral imperative and this is why she has dedicated her professional life towards helping people understand the constantly evolving financial and economic landscape. As a Financial Advisor with over 30 years of Industry experience, Cindy holds 8 securities licenses (Series 63, 6, 65, 7, 22, 24, 31, and 26) and a California Insurance License, #0719038.
In 2021, she authored her first book, Redefining Financial Literacy, and it achieved the coveted National Best Seller list of The Wall Street Journal. The following year, 2022, she released her second book, The Rise of Women and Wealth which landed her on the prestigious USA Today National Best Seller, and Amazon Best Seller for Financial Service Industry. In October 2023, she released her third book, The Silent Retirement Crisis and how one may achieve a sustainable retirement.
Cindy is an innovator of an investment methodology that is aimed to keep up with the ever-changing times. She manages approximately over $380,000,000 in assets. Cindy is also ranked in the top 5 amongst her peers within her broker dealer in 2025, based on annual production.
In 2022, Cindy was awarded two Bronze Stevie Awards in the categories of “Woman of the Year in Accounting and Finance” and “Female Thought Leader of the Year in Business.” These awards were determined by an independent panel of judges, using criteria such as professional contributions, demonstrated innovation, and her impact within the financial industry.
In 2023, Cindy was recognized by the Los Angeles Times and included on their
“CEO Visionaries” list. This recognition was based on her development of the REALM® multi-asset investment model, which reflects a thoughtful approach to innovation and adaptability in meeting the diverse needs of clients. Selection criteria included demonstrated leadership, contributions to financial strategy, and alignment with emerging industry trends.
Her dedication and mission to empower with facts not fear has been heard and promoted through her appearances on NBC, CBS, FOX 40, and, KCAL9 (Los Angeles) a brand contributor with a Forbes Article in 2020, and through talk radio AM870 and 790 KABC.
The REALM strategy contains Alternative Investments which are speculative by nature and have various risks including possible lack of liquidity, lack of control, changes in business conditions and devaluation based on the investment, the economy and or regulatory changes. As a result, the values of alternative investments do fluctuate resulting in the value at sale being more or less than the original price paid if a liquid market for the securities is found. Alternative investments are not appropriate for all investors. No investment process is free of risk, no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that this investment model/process will be profitable. Diversification does not guarantee profit nor is it guaranteed to prevent losses
