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portrait of Cynthia A Wemyss
FINANCIAL ADVISOR

Cynthia A Wemyss

CFP®, ChFC®
339 S San Antonio Road, Suite 1 B, Los Altos, CA 94022opens in a new window
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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

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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

Phone

(650) 948-4886

Fax

(877) 222-2701

Office Address

339 S San Antonio Road
Suite 1 B
Los Altos, CA 94022opens in a new window

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