Cyndee KahnFinancial Advisor
Phone: (310) 475-5854
Ms. Kahn is a Financial Planner and an Investment Advisor Representative, and has been involved in the financial services industry for over 30 years. She focuses on helping her clients feel more confident about their financial future, frequently advising them through life changing events. She provides personalized evaluations and customized financial recommendations tailored to each client’s individual needs. Key components of client financial analysis include determining sufficiency of retirement assets to meet projected life span needs; evaluating investment portfolio diversification to help reduce the risk of volatility, exceed inflation and promote long-term growth; and ensuring appropriate risk management products are in place to promote financial confidence for both the individual and his/her family.
Prior to working with NWF Advisory, Ms. Kahn worked with a number of Fortune 500 companies. She was Managing Director, Corporate Communications for a significant global investment management firm for 16 years. She has been responsible for the design, implementation and funding of retirement plans, particularly 401(k) savings plans. She has been responsible for counseling corporate employees on preparing for retirement and was involved in developing an innovative approach for providing personalized investment advice to 401(k) plan participants. Ms. Kahn received her Bachelor of Arts degree from UCLA in 1971 and her Masters in Business Administration from Pepperdine University in 1978. She has Series 7 and Series 63 securities registrations, California State insurance license, no. 0F96135 and completed the Personal Financial Planning program at UCLA in 2009. Ms. Kahn is a member of the Financial Planning Association and the Santa Monica Chamber of Commerce.  About Us
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The financial advisors at NWF Advisory are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Many of the advisors at NWF Advisory are also separately investment advisor representatives under NWF Advisory Services, Inc., a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: California, Texas Important Consumer Information: A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Offices Throughout California, U.S.A. |
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