Cydney Jones (CFP®)

Cydney Jones focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Cydney Jones is a CERTIFIED FINANCIAL PLANNER™ professional, dedicated to providing the guidance necessary for clients to realize their financial goals. She serves clients locally in Tampa Bay, Florida and Alpharetta-Roswell, Georgia as well as virtually across the country.

Cydney provides financial planning and investment management services on a Fee-Only basis, meaning she does not accept commissions of any kind. There are no account minimums to becoming a client. Services can range from consultation on a specific area to continuous on-going services such as retirement planning, portfolio construction and investment management.

For more information, please schedule an introductory consultation

Additional Information

Cydney has always had a passion for numbers and problem solving. She earned a Master’s in Applied Mathematical Science from the University of Georgia and holds a Bachelor of Arts in Mathematics Education from the University of South Florida. Her background in math and ability to organize and find efficiencies allow her to fine tune financial plans for optimal success.

In her free time, Cydney enjoys being outdoors on long walks, bike rides or playing in the garden. She also loves to read, try new recipes and above all else, spend time with friends and family.

NAPFA Start Date

March 04, 2021


This Office

2475 Northwinds Pkwy Suite 200 Alpharetta, GA 30009 Phone: (727) 647-6137

Other Offices

Call for an Appointment Clearwater, FL 33765-1432 Phone: (727) 647-6137