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Meet Our Team

Cynthia Larson Anderson, CFP®

Senior Financial Advisor, RJFS

Cindy joins us from her prior firm, Anderson Financial Planning, where from 1995 to 2017 she built a successful financial planning practice by emphasizing a comprehensive approach to serving her clients’ needs. She is past president of the Charlotte chapter of the Financial Planning Association, and a respected member of that community.

  • College of St. Catherine (St. Paul, MN) – BA French
  • Baylor University – Master of International Management
  • CERTIFIED FINANCIAL PLANNER™ professional, 1985
  • 32 years industry experience

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.