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Cynthia Rich, Financial Advisor

FINANCIAL ADVISOR
Cynthia L Rich

790 The City Drive S Ste 430, Orange, CA 92868opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Values and Faith Based Investing
  • Estate & Legacy Strategies
  • Corporate Executives
  • Entrepreneurs & Business Owners

About Cynthia

As an Edward Jones financial advisor, I help successful professionals, retirees and business owners make smart decisions about their wealth in order to lead meaningful lives. This includes helping my clients take care of themselves as well as the people and causes they care about.

I follow an established process that begins by taking time to fully understand my client's unique story and aspirations. It is essential for me to know what you value, so we can create a personalized strategy to help you reach your goals. We work as a team with your CPA, attorney and other professionals as needed.

Our...

Work History

  • Edward JonesJuly 2024 to Current
  • Infinex Investments, Inc.March 2023 to July 2024

Education

  • Univ of Southern CaliforniaBachelor of Science

Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Reading
  • Spending Time with Family
  • Social Responsibility

Team Members

  • Diana Bortis
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(714) 639-3561

Fax

(877) 279-1227

Office Address

790 The City Drive S Ste 430
Orange, CA 92868opens in a new window

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