Cindy Georghiou, CPFA™, CPWA®

Cindy is a Private Wealth Advisor helping our ultra-high-net-worth clients navigate their wealth on a day to day basis. 

Cindy has over two decades of client relations experience, including ten years running a medium sized business. As a partner, Cindy provides comprehensive wealth management and investment advice to high-net-worth business owners, individuals, and their families. Her primary focus is building and maintaining trusted client relationships by taking a personalized and proactive approach to helping them manage their needs on a day-to-day basis. Cindy is committed to the long-term well-being of her clients, and strives to deliver a different kind of client experience rooted in one-on-one attention, detailed customization, reliable communication, and education.

Cindy is a proud University of Tennessee Alumnus where she earned a bachelor’s degree in Retail and Consumer Science with a minor in Business. Cindy lives in Westlake Village, CA with her husband Aaron and her son Stavros.

Cindy holds the CPFA™ and CPWA® designations and was a Vice President and Wealth Management Advisor at Merrill before joining the firm.

Cindy is in every client meeting and carries the day-to-day, so a client always has someone on the team who knows their situation.