Cynthia Flannigan (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Additional Information

Hello! This is Cynthia Flannigan and I’m a financial planner at Mainstreet Financial Planning.

My journey to becoming a financial planner really began as I was working at an investment management company. I really enjoyed working with my clients and getting to be a part of their lives. Inevitably, people die and I’ve always felt like it was an important part of my job to help the surviving spouse with what comes next. The division of trusts can feel overwhelming--especially when you’re in the middle of grieving. Preparing for these changes and getting the documents in order was the key.

That actually wasn’t the case when my mom unexpectedly died. It was a lot of work getting everything in together and sorted out, and it was very clear that some of the issues we discovered wasn’t all about money, so I was determined that not only would my siblings and I be prepared for when my dad dies and know what to do with the stuff, but also my dad and I worked together to have a plan in place, so he can enjoy his retirement and still take care of his kids when he dies. We all wouldn’t have so much worry and stress in our lives because we know what to do. We have a plan.

That’s what I want for my clients and their family. To bring my skills and experience in to create a plan to help guide them through any of life’s challenges, be it a child’s education, retirement or taking care of their own parents. They don’t have to fear making that next transition and they have to do it alone. I’m here to help.

NAPFA Start Date

January 11, 2019

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This Office

340 Lorton Ave Ste 215 Burlingame, CA 94010-4126 Phone: (888) 897-6743 Fax: (805) 267-3001

Other Offices

1230 Coast Village Cir Ste K Santa Barbara, CA 93108-3752 Phone: (888) 897-6743 Fax: (805) 267-3001