Cynthia Jabr (CFP®)
Cynthia Jabr focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Millennials
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Millennials
- Women's Financial Planning Issues
Planning Specialties
Through my experience in large wealth management brokerage firms, I realized that women and minorities were largely underserved. Most of our clients were generationally wealthy and had high profile careers. After obtaining my CFP® credentials in 2016, I determined I wanted to be a financial planner, but I didn't want the aggressive sales goals and product commissions to be my main focus.
Brand New Day Wealth Planning is an advice-only firm created to help women and young couples/families in need of financial planning. I want to provide a comfortable and inviting environment where women can talk about all aspects of their financial lives. As women, we have different questions about money and it's important to have someone relatable and trustworthy.
My goal is that women come out of this engagement confident and secure about the decisions they make with their money.
Additional Information
I'm a first-generation Mexican-American born and raised in El Paso, TX. Twelve years ago, I moved to Los Angeles in pursuit of fulfilling my purpose. Along the way, I got married and had two amazing kids. My financial planning firm is my third baby. Outside of spending time with my "third child," I also love quality time with my family, getting on my Peloton, baking and decorating cakes. You can find Brand New Day Wealth Planning on Instagram @bndwealth. You can also subscribe to my monthly newsletter through my website (bndwealthplanning.com). You'll receive a monthly roundup of relevant financial news in langue that's easy to understand. Never spam.NAPFA Start Date
September 07, 2023
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