Cynthia J. Petzold

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CRD#: 5645210

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cynthia Joan Petzold, CFP® was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 2009. Cynthia had worked at 1 firm .

Biography

Please visit us on the Web at CommonWealthPlanning.com.

Question & Answer

What are your service offerings?

Education Planning

Social Security Planning

Investment Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Planning

Do you have an area of expertise or specialization?

Baby Boomers

Hourly

Investment Advice without Ongo...

Retirement Planning & Distribu...

Unmarried Couples

Women's Financial Planning Iss...

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CELLIST WITH OBLIGATO: MUSICIANS FOR ELEGANT EVENTS, A NON-INVESTMENT-RELATED GROUP, SINCE 2003. HOURS PER MONTH VARY, BUT TAKE PLACE ON EVENINGS AND WEEKENDS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Past

March 18, 2009 - March 26, 2024

COMMONWEALTH FINANCIAL PLANNING, LLC

RIA

CRD#: 149163

ROANOKE, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

COMMONWEALTH FINANCIAL PLANNING, LLC

CRD#: 149163 / SEC#:

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Contact information

Main Address

Roanoke, VA

Mailing Address

P.o. Box 21164, Roanoke, VA 24018

Phone number

(540) 772-0416

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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