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
- 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 ProfessionalsAdditional 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