portrait of Cynthia A Wemyss

About Cynthia

My purpose is to partner with successful individuals and their families to organize, build, protect and transfer wealth. As an experienced financial advisor, I provide personalized service in tax efficient wealth strategies, estate considerations, retirement planning, risk assessment and charitable giving.

My team and I work closely with our local professional partners, including CPAs and attorneys, with a shared goal of partnering with clients to enable them to make informed financial decisions.

Our ideal client seeks to design, build, implement and maintain a strategy that creates financial security now and in the future.

I grew up in Kentucky and moved to Los Altos...

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Divorce Finances
  • Domestic Partner Finances

Work History

  • Edward JonesJanuary 1999 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Community Outreach
  • Basketball
  • Culinary Arts
  • Yoga

Team Members

  • Keith McGinnis
    Registered Branch Associate
  • Nicole Huber
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More