Cindy is a CFA (Chartered Financial Analyst) charter holder who brings a wide variety of business planning and valuation expertise to business owners to help them execute on strategy and grow profitably.

Cindy is a CFA (Chartered Financial Analyst) charterholder who brings a wide variety of business planning and valuation expertise to business owners to help businesses execute on strategy and grow profitably.

Cindy is looking forward to partnering with her clients as a trusted fractional CFO business advisor by helping business owners understand the health of their business, implement smart budgeting plans, and track their progress against those plans. Ultimately, Cindy supports business owners in making the right decisions to achieve both business and personal goals. In addition, when business owners decide to buy, sell, or initiate partnership arrangement changes, Cindy assesses the fair value of the business to help owners optimize their transaction value.

Cindy loves being outdoors, so she is busy all year round doing activities such as hiking, backpacking, SUP, surfing, snowboarding, cross-country skiing, and snowshoeing. She also loves arts and crafts and enjoys painting/crafting during off-seasons. She also advocates for Diversity, Equity, and Inclusion by educating people on DE&I principles. Everything Cindy does is part of her lifelong pursuit of holistic wellness for herself and for more people in our world.

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