Cynthia A. Flannigan
MAINSTREET FINANCIAL PLANNING
Los Gatos, CA
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CRD#: 7029117
Professional summary
Cynthia Anne Flannigan, CFP® is a registered financial advisor currently at MAINSTREET FINANCIAL PLANNING, INC. located in Los Gatos, California.
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cynthia has worked at 1 firm .
Biography
Hello! This is Cynthia Flannigan and I’m a financial planner at Mainstreet Financial Planning.
My journey to becoming a financial planner really began as I was working at an investment management company. I really enjoyed working with my clients and getting to be a part of their lives. Inevitably, people die and I’ve always felt like it was an important part of my job to help the surviving spouse with what comes next. The division of trusts can feel overwhelming--especially when you’re in the middle of grieving. Preparing for these changes and getting the documents in order was the key.
That actually wasn’t the case when my mom unexpectedly died. It was a lot of work getting everything in together and sorted out, and it was very clear that some of the issues we discovered wasn’t all about money, so I was determined that not only would my siblings and I be prepared for when my dad dies and know what to do with the stuff, but also my dad and I worked together to have a plan in place, so he can enjoy his retirement and still take care of his kids when he dies. We all wouldn’t have so much worry and stress in our lives because we know what to do. We have a plan.
That’s what I want for my clients and their family. To bring my skills and experience in to create a plan to help guide them through any of life’s challenges, be it a child’s education, retirement or taking care of their own parents. They don’t have to fear making that next transition and they have to do it alone. I’m here to help.
Question & Answer
What are your service offerings?
Budgeting
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Fixed Fee (Subscription, Retai...
Hourly
Investment Advice without Ongo...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Anne Flannigan's CRS (Customer Relationship Summary).
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®
Start date: 2008
Experience
Current
October 26, 2018 - Present
MAINSTREET FINANCIAL PLANNING, INC.
RIA
CRD#: 123189
Los Gatos, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/26/2018)
IAR
District of Columbia(1/28/2019)
IAR
Maryland(10/29/2018)
IAR
New York(12/20/2021)
IAR
Virginia(10/26/2018)
Exams
Current Firm
MAINSTREET FINANCIAL PLANNING, INC.
MAINSTREET FINANCIAL PLANNING, INC.
CRD#: 123189 / SEC#:
California
Registered Investment Advisory firm - (8/6/2003 Approved)District of Columbia
Registered Investment Advisory firm - (9/5/2006 Approved)Maryland
Registered Investment Advisory firm - (11/4/2002 Approved)Nevada
Registered Investment Advisory firm - (4/28/2023 Terminated)New York
Registered Investment Advisory firm - (2/22/2011 Approved)North Carolina
Registered Investment Advisory firm - (10/3/2022 Approved)Tennessee
Registered Investment Advisory firm - (3/14/2023 Approved)Texas
Registered Investment Advisory firm - (12/20/2021 Terminated)Virginia
Registered Investment Advisory firm - (2/15/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Los Gatos, CA
Mailing Address
Phone number
(888) 897-6743
Established
Firm type
Fiscal year end
# of Employees
8
Red Flags
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