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Cindy has extensive investment experience. In addition to helping clients allocate assets based on market cycles, she enjoys bottom-up research in stock investments, which focuses on individual companies likely to provide better returns over longer periods.
Cindy graduated from Peking University with a B.S. in Physics. She completed the Northwestern University Dalton financial planning program and is a Certified Financial Planner TM. She has worked for financial firms such as Cozad Asset Management and Fidelity, as well as at the University of Illinois, Urbana-Champaign.
Finally, Cindy is a family woman, supporting two kids and a husband at various stages of life. To support her family, financial planning was involved at every step, making her a firm believer of financial planning.
About Me
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