Cynthia Golub
CFP®Professional Summary
Cynthia Golub, CFP®, who also goes by Cynthia Patrice Golub, Cynthia Patrice Rabin, Cynthia Rabin, Cynthia R Tanner, is a registered financial advisor currently at G-SQUARED ADVISORY LLC located in Mamaroneck, New York. Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Cynthia has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
- Risk Management & Insurance
Specializations
Biography
Prior to founding G-Squared Advisory, Cindy was previously employed by Goldman, Sachs in the Fixed Income Division where she worked as a Vice-President for 15 years. Cindy has a B.S. from the Wharton School of the Unversity of Pennsylvania in accounting and an MBA from Columbia Univesity in finance. She has a Certificate in Financial Planning from New York University. G-Squared Advisory LLC are members of the Garrett Network, FPA- Financial Planning Association of NY...
Other Aliases
Cynthia Patrice Golub, Cynthia Patrice Rabin, Cynthia Rabin, Cynthia R Tanner
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
46 years in the financial services industry
Current & Past Employments
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Current Firm
G-SQUARED ADVISORY LLC
Contact Information
Main Address
180 East Prospect Ave #125, Mamaroneck, NY 10543Phone Number
(914) 263-1082# of Employees
2Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/9/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Golub's CRS (Customer Relationship Summary).
Services Offered by Cynthia
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
- Risk Management & Insurance
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