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Cynthia P

Series 63, Series 65

Gaithersburg, MD

Capital Analysts

Cynthia Perini is a financial advisor at Capital Analysts with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Lincoln Investment Planning, Inc. and Sovereign Bank for over two decades. Outside of her advisory role, she is active in several nonprofit organizations, including serving as a board member of the Magnolia Foundation and vice president of Walk the Walk, in addition to participating in community philanthropy and charitable fundraising efforts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house Investment Management & Research team that manages discretionary model portfolios using a proprietary mutual-fund screening process, while offering advisors flexibility through custom portfolios, third-party managers, and a range of portfolio management options.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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