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

Cynthia Montgomery, CFP®

CPA, MBA

Wealth Advisor

Strata Wealth Advisors

8750 N. Central Expressway, Ste 1875
Dallas, 75231
(214) 420-7027

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

7, 63

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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