Cindy Somer

Senior Financial Advisor, Pensions

Cindy Somer originally joined United Asset Strategies in 2001 as a Financial Advisor after beginning her financial services career in 1997 at Charles Schwab & Co. Cindy developed and maintained both retail and institutional relationships until she temporarily left the industry to focus on starting a family. Cindy rejoined United Asset Strategies in 2014 and is focused on helping clients develop well balanced portfolios through strategic asset allocation models.

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