Cynthia Spekhart, CFP®

Financial Planner

Phone: (732) 326-5638
Fax: 732-596-9303
E-mail:

Cynthia Spekhart is a General Securities Principal and CERTIFIED FINANCIAL PLANNER™ certificant with over 20 years experience in the financial services industry.  She specializes in financial planning and portfolio management for high net worth individuals and small businesses.  Cynthia’s prior experience as a Financial Advisor includes Gitterman & Sacks, LLC, Charles Schwab & Co. Inc., JP Morgan Chase, and Morgan Stanley.  She was a Vice President and Business Analyst at Bankers Trust Co. where she worked in the Private Banking Division specializing in Trust & Estates, and Investment Advisory.  Cynthia holds a Bachelor of Science degree from St. Bonaventure University, and Certificate of Financial Planning from New York University.  Her licenses include Life and Health Insurance, as well as FINRA Series 7, 24, 31, 63, 65, and 66.