Cindy Golub (CFP®, MBA)

Cindy Golub focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

We specialize in  fee-only financial planning for everyone. We offer our services in a personal and confidential manner. We have no account minimums. We charge on an hourly basis.

 

Additional Information

Prior to founding G-Squared Advisory, Cindy was previously employed by Goldman, Sachs in the Fixed Income Division where she worked as a Vice-President for 15 years.

Cindy has a B.S. from the Wharton School of the Unversity of Pennsylvania in accounting and an MBA from Columbia Univesity in finance. She has a Certificate in Financial Planning from New York University. 

 G-Squared Advisory LLC are members of the Garrett Network, FPA- Financial Planning Association of NY and NAPFA. 

We are particularly interested in helping people feel comfortable and secure with their finances.

We are passionate about  financial literacy, empowering people to take control of their finances and making men and women feel secure financially.

 

NAPFA Start Date

November 15, 2010

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

180 E Prospect Ave Ste 125 Mamaroneck, NY 10543-3709 Phone: (914) 263-1082 Fax: (914) 381-1192