Cynthia joined Horvath Planning & Wealth Management in July 2020. She has worked as an Executive Assistant for LPL Financial for nearly 12 years beginning her career in September 2008. Understanding the importance of a client’s financial well-being, Cynthia has learned through her experience with LPL Financial, the importance of building strong relationships with her clients and developing trust to assist them with their financial goals.
While the advisor manages the investments, financial planning, and the advisor/client relationship first; Cynthia fills in the gaps by providing superior client service, understanding the client’s needs and plans as communicated from the advisor and the client to execute any action needed to meet the client's goals and objectives.
Cynthia began her career in the financial industry in 1992 working in different financial sectors. She has found working with financial advisors and clients most rewarding and fulfilling.
Cynthia has been married for 28 years to her husband Jason, her high school sweetheart. She has two children, her son Jason Derik, a recent graduate of Arizona State University with a degree in Computer Science Engineering, and her daughter, Christian Summer, currently attending Arizona Western College for nursing. Her hobbies include reading, watching movies, baking cheesecakes, and spending time with her dogs, Sophia and Kylo.