Cynthia  Montgomery,  CFP<sup>&reg;</sup> - Financial Advisor

Cynthia Montgomery, CFP®

CPA, MBA

Retired Wealth Advisor

Strata Wealth Advisors

8750 N. Central Expressway, Ste 1875
Dallas, 75231

General

Cynthia Montgomery is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Strata Wealth Advisors in Dallas, and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Other - MBA

Financial Advisor's Specialties

Annuities

More

Helpful Financial Planning Resources