Financial Advisor@ Affinity Wealth Management LLC
Wilmington, Delaware, United States
Cindy Youngcourt
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FlashIntel GPTCindy Youngcourt is an experienced Associate Financial Advisor with 18.7 years of work experience in the investment management industry. She is skilled in estate planning, life insurance, wealth management, and estate planning. Cindy has a strong background in finance and holds a Bachelor of Science degree in Business Administration and Management. She has worked at Affinity Wealth Management LLC and Creative Financial Group, gaining valuable experience in financial services and insurance. Cindy is based in the United States and is a certified financial planner with a focus on long-term care.
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About
Experienced Associate Financial Advisor with a demonstrated history of working in the investment management industry. Skilled in Estate Planning, Life Insurance, Wealth Management, Certified Financial Planner, and Long-term Care. Strong finance professional with a Bachelor of Science - BS focused in Business Administration and Management, General from University of Delaware.
Work Experience
Financial Advisor
Associate Financial Advisor
Financial Services
Cindy Youngcourt's Professional Milestones
- Certified Financial Planner (2017-09-01~2017-12-01): Provided expert financial advice, maximizing client portfolios and earning positive financial projections.
- Associate Financial Advisor (2018-01-01~2019-08-01): Providing expert financial advice to clients, making informed decisions for a better future.
Skill
Financial Planning
Long Term Care
Life Insurance
Certified Financial Planner
Wealth Management
Estate Planning
Wealth Management Services
Certification
Colleagues
Peter F. Gaertner, CFP®, CDFA®, RICP®, MBA
Senior Financial Advisor
Felicia Boyer
Sr. Accountant at Affinity Wealth Management, Inc.
Victoria Alexitch, MBA
Chief Operating Officer
Ray Manza
Vice President
James E. Hall, Jr. CFP®
chairman ceo at affinity wealth management llc
Other Named Cindy Youngcourt
Frequently asked questions
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Cindy Youngcourt's social media include: Linkedin,
Cindy Youngcourt works for Affinity Wealth Management LLC
Cindy Youngcourt's role in Affinity Wealth Management LLC is Financial Advisor
Cindy Youngcourt works in the industry of Financial Services
Cindy Youngcourt's colleagues are Peter F. Gaertner, CFP®, CDFA®, RICP®, MBA,Felicia Boyer,Victoria Alexitch, MBA
Cindy Youngcourt's latest job experience is Financial Advisor at Affinity Wealth Management LLC
