Cynthia Zalewsky (CFP®)

Cynthia Zalewsky focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

Retirement Planning Distribution Planning Estate Planning Elder Care Planning Comprehensive Financial Life Planning Specialty Planning for Veterinary & Medical Professionals

Additional Information

Cynthia has been practicing for 26 years and the founder and owner of Saratoga Investment Solutions Inc. for 24 of them.

NAPFA Start Date

June 03, 2021


This Office

60 Railroad Place Suite 206 Saratoga Springs, NY 12866-2110 Phone: (518) 584-5995