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Cindy K
CFP®, Series 65
Eugene, OR
Guiding Financial, LLC
Cindy Kleiner is a CFP® with nine years of experience in financial advising. She has been with Guiding Financial, LLC since 2017 and previously worked at Physicians Family Financial Advisors, Inc. from 2015 to 2017. Outside of advising, she owns and manages the McKenzie General Store, a combined store and restaurant, and also works as an administrative assistant at a physician firm. Guiding Financial provides individualized financial planning and coaching, primarily through a six-month comprehensive program, and offers ongoing investment management by coordinating with third-party managers. The firm serves individual clients and employer plan sponsors, focusing on low-fee, tax-advantaged passive strategies and is notable for its specialized retirement plan services.
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