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Cindy Havenhill, MBA | CFP® started her own business in 1995. From the beginning, she’s had a passionate desire to work with people toward achieving their retirement dreams. After five years at The Walt Disney Company as a financial analyst, Cindy had realized she wanted to have a more direct impact on people’s lives. And so the journey began.

LPL Financial was a perfect fit. They are as passionate about independence as Cindy is — no proprietary anything. It’s just your own business, the way you want it to be.

In 2004, Cindy started the Accelerated CFP® program at UC Irvine, Extension; graduated at the top of her class; and passed the CFP Board Exam on her first attempt in March 2005. The CFP® Board awarded the CFP marks to her in June of that year.

Because her recent educational experience had been so positive, Cindy decided to become an instructor for the PFP/CFP UC Irvine traditional program in January 2007. She’s taught the university’s Insurance Risk Management Course since then. She also continues to work with her original client base — teachers, business owners, and individuals.

What is your ultimate vacation? Let Cindy do a comprehensive financial plan for you or your business. Your ultimate vacation, legacy planning, business succession planning, risk management — whatever your goals are, we can plan for it!