Cindy Pollack

Background

About Cindy Pollack

As a Financial Planner and CPA I believe it is important to understand what your goals are before we invest your money. Working as a team is an integral part of my business and I value working with you, your CPA, attorney and other professionals. This helps me not only understand what is important to you but my established process will help identify the most appropriate financial strategy for you and your family. For over 35 years, I have given financial advice as either a Financial Planner or as a CPA. I am passionate about partnering with my clients and attaining their financial goals. I earned a Bachelor's Degree from Pace University in New York City and worked in the Financial Services Industry throughout my career. I became a financial planner as part of my commitment to helping individuals achieve their long-term financial goals and dreams. I am licensed in numerous states for securities and life insurance and am also pursuing my CFP designation. I am actively involved in many meaningful organizations, such as American Heart Association, Federation of Palm Beach County, Jewish Women's Foundation(Herizon), Women's Chamber of Commerce, Executive Women of Palm Beach and Stockings with Care. These organizations fulfill my philanthropic need for giving back. I am also a proud mother and there is nothing more important to me than my son and family who reside in New York and South Florida and Israel. Building a relationship with you is key. My goal is to understand what is important to you and to partner with you throughout your lifetime to keep you on track.