About

About Cindy Couyoumjian

Cindy Couyoumjian, originally from Tustin, CA, is a distinguished Certified Financial Planner (CFP) with 37 years in the financial industry. Her unwavering 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, securing her place as a National Best Selling author. Her third book is eagerly anticipated in October 2023, cementing her prolific writer and thought leader status.

Professional Journey

A Multifaceted Financial Expert

Her professional journey is a testament to her dedication and continuous innovation in finance. With eight securities licenses (Series 63, 6, 65, 7, 22, 24, 31, and 26) and a California Insurance License (#0719038), her expertise spans various financial domains, making her a versatile financial professional.

Accomplished Author

In 2021, she authored her debut book, “Redefining Financial Literacy,” which rapidly ascended to the coveted National Best Seller list of The Wall Street Journal. Building on her literary success, 2022 witnessed the release of her second book, “The Rise of Women and Wealth,” propelling her to the prestigious USA Today National Best Seller list and Amazon Best Seller status in the Financial Service Industry.

Managing Wealth and Achieving Excellence

Cindy is a prolific writer and a successful wealth manager overseeing assets exceeding $340,000,000. Her remarkable accomplishments in the finance industry were further acknowledged when she ranked second among her peers within her broker-dealer in 2021.

Honors and Accolades

Her exceptional contributions to the world of finance have earned her numerous awards and accolades. In 2022, she received the Bronze “Stevie Awards” in two categories: “Woman of the Year in Accounting and Finance” and “Female Thought Leader of the Year in Business.” Her visionary approach to finance 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.

Television Show Host

Demonstrating her versatility and commitment to financial education, Cindy is currently hosting her TV show about Retirement Strategies on NBC Channel 4 and CBS Channel 2 in Los Angeles and CBS Channel 62 in Detroit. Her engaging presence on television has further established her as a prominent voice in finance.

Academic Background

While her professional achievements are noteworthy, her educational foundation is equally impressive. With her CFP License, she has demonstrated her commitment to a high standard of financial expertise, ensuring her clients receive top-tier financial guidance. Her continuous learning and mastery of the financial landscape make her a reliable source of financial knowledge.

Charity and Philanthropy

Cindy Couyoumjian’s dedication to empowering others extends beyond her professional endeavors. She actively engages in charitable activities, contributing to her community and supporting initiatives that promote financial literacy. Since 2000, she has consistently donated to her church, demonstrating her commitment to causes close to her heart. Additionally, she has extended her generosity to college programs that prioritize financial literacy, further emphasizing her commitment to financial education.

Personal Life and Interests

Outside her dynamic career and philanthropic efforts, she finds solace and inspiration in various personal interests.

A Love for Exercising

Her passion for exercise has been a lifelong commitment, stemming from her college years when she was involved in sports. Her dedication to maintaining a healthy and active lifestyle is a personal choice and a testament to her disciplined nature.

A Culinary Enthusiast

Cindy’s love for cooking is a delightful expression of her creativity. Growing up in a large family, she learned the value of spending quality time with loved ones over delicious meals. Her culinary skills serve as a means of self-expression and a source of joy for herself and her family.

Family-Centric

For her, family is a central focus in her life. Spending time with her loved ones not only offers a sense of grounding but also serves as a reminder of the importance of family bonds.

Future Milestones

As Cindy Couyoumjian approaches her 38th year in the finance industry next year, she remains dedicated to empowering individuals with financial knowledge and expertise. Her upcoming book, “The Silent Retirement Crisis and how one may achieve a sustainable retirement,” is poised to be another valuable addition to her extensive work. Cindy’s unwavering commitment to financial literacy and her passion for giving back to her community continue to make her a respected figure in finance.