Cindy Couyoumjian’s greatest passion is bringing dynamic investment strategies to her clients to customize each portfolio aimed to address the transitions in one’s life, while staying abreast of the ever-changing economic landscape. She understands that no single approach is the right one for every investor. Her 34 years in the industry have provided her experience, knowledge, and numerous securities licenses: Series 63, 6, 65, 7, 22, 24, 26, and California Insurance License #0719038, and the prestigious CFP® designation in 1992.
She is committed to enriching the lives of the retail investor through financial literacy by providing education, knowledge, and empowering investors to make good financial decisions. Cindy attributes her success to her unwavering dedication to her clients, her ethics, her enthusiasm, as well as impeccable customer service.
Cindy has devoted herself to pursuing higher education in order to equip herself to better support and guide her clients in a holistic approach to investing, as well as, developing the REALM® investment philosophy. Since 2012, Cindy has been part of an elite group of advisors ranked as one of the Top 10 producers within her Broker-Dealer, Independent Financial Group, LLC while overseeing approximately more than $200 million in assets.
Growing up in Warren, Michigan, she graduated from Oakland University in 1985, with a Marketing Degree. She launched her own firm in 2003 after 18 years with Equitable to provide her clients with top investment choices.