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Cynthia S

CFP®, Series 63, Series 65, Series 66

Bridgewater, NJ

OSAIC

Cynthia Spekhart is a CFP® professional with 27 years of experience in the financial services industry. She is currently with OSAIC and has prior experience at Woodbury Financial Services and Questar Asset Management. In addition to her advisory roles, she is also an attorney specializing in trust and estate law and real estate closings. OSAIC serves a diversified client base, including individuals, high-net-worth investors, pension plans, and charitable organizations, through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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