About Me

Cindy Couyoumjian, originally from Tustin, CA, has distinguished herself as a Certified Financial Planner (CFP) with an impressive 37-year tenure in the financial industry. Her commitment to helping individuals navigate the dynamic financial and economic landscape has made her a notable figure in her field. With an extensive background in securities and insurance, she has managed substantial assets and authored two acclaimed books, establishing herself as a National Best Selling author. Her third book is eagerly anticipated in October 2023, cementing her prolific writer and thought leader status.

Her professional journey exemplifies dedication and continual innovation in finance. Holding eight securities licenses (Series 63, 6, 65, 7, 22, 24, 31, and 26) and a California Insurance License, she has demonstrated expertise across various financial domains, making her a versatile professional. In 2021, she authored “Redefining Financial Literacy,” which became a National bestseller. Following this, her 2022 book, “The Rise of Women and Wealth,” propelled her to the prestigious USA Today National Best Seller list and Amazon Best Seller status in the Financial Service Industry.

She is also a successful wealth manager, overseeing assets exceeding $340,000,000. Her accomplishments in the finance industry were further recognized in 2021 when she ranked second among her peers within her broker-dealer. Her exceptional contributions to finance have earned her numerous awards and accolades, including the Bronze “Stevie Awards” in 2022 in two categories: “Woman of the Year in Accounting and Finance” and “Female Thought Leader of the Year in Business.” Her visionary approach was celebrated when she was named one of the “CEO VISIONARIES” by the Los Angeles Times in 2023, highlighting her innovative REALM® multi-asset investment model.

Demonstrating Cindy’s versatility, she currently hosts a TV show about Retirement Strategies on NBC Channel 4, CBS Channel 2 in Los Angeles, and CBS Channel 62 in Detroit. Her presence on television has further established her as a prominent voice in finance.