Cynthia Sforza, CFP®, CRPC®
Senior Advisor
With over 20 years of experience in the financial services industry, Ms. Sforza joined Towneley in 2021 as a Senior Advisor, working directly with clients to develop, implement and maintain a holistic investment and financial planning strategy. She is passionate about helping clients define and achieve their financial goals while addressing their complex financial needs throughout their lifetime and life changes.
Background
Prior to joining Towneley, she spent much of her career working with high net worth families and individuals, providing them with comprehensive investment management and financial planning strategies. Ms. Sforza earned her B.A. from the University of California, Los Angeles, and also previously enjoyed being an Instructor of Financial Planning at the University of California, Irvine, where she taught CFP® exam coursework to students in the process of fulfilling the education requirement necessary for obtaining their CFP® designation.
Outside of Towneley
She is a CERTIFIED FINANCIAL PLANNER™ certificant, in addition to holding the Chartered Retirement Planning Counselor TM designation. She is an active member of the Financial Planning Association, Orange County Chapter.