Cynthia Jabr (CFP®)

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

Cash Flow/Budgets/Credit Issues

College/Education Planning

Middle Income Client Needs

Millennials

Novice Investors

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 realized 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 they can relate to and trust.

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 ridiculously-hug-worthy-silly-awesome children. I love spending time with my family, getting on my Peloton, and 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.