cindy@cinergyfinancial.com

(714) 210-0549

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Our Value Proposition

Customized Portfolio Construction

The Retail Endowment Allocated Like
Model “Realm”

In-House Team
Industry Partners

Experience and Expertise of 39 years, access to a Certified Financial Planner

Competitive
Fee-Based Compensation

Sales-Related Compensation

Albridge Wealth
Reporting

Consolidated Investment Account Reports 24/7
Along with Custom Account Summaries

Right Capital

Software link and aggregate investment, bank accounts, and debt obligations so you have full financial picture

Cinergy Financial Website and Social Media

Financial Literacy Platform:

  • YouTube Channel
  • Weekly Radio Show
  • Financial Literacy Podcast
  • Monthly Lectures
  • Virtual Webinars: Financial Literacy 101

Comprehensive File System

For Life’s Most Important Documents