Cinergy Financial, based in Tustin, CA, is a financial management firm dedicated to empowering investors with the knowledge and information needed to navigate the complexities of the finance world. Their mission is to help investors change their investment mindset, potentially improving their investment outcomes and providing a sustainable retirement. With a focus on financial literacy and targeted retirement advice, Cinergy Financial offers a range of services including investment management, retirement planning, risk management strategies, and estate conservation.
Led by Cindy Couyoumjian, CFP, and supported by an experienced team of professionals, Cinergy Financial aims to promote education and build confidence among investors. They provide valuable insights into managing sequence of return risk, dynamic diversification, and portfolio recovery, particularly in the context of the COVID-19 pandemic. Through their REALM Model and personalized approach, Cinergy Financial helps individuals identify and achieve their financial goals and objectives, ensuring a secure and sustainable financial future.
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