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Who We Are
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Freedman Financial Planning works with people from all walks of life, providing financial planning and advice for everyday life. We are a “fee only” firm, which means no product commissions
or other third-party compensation is ever received. |
| Freedman Financial Planning is not affiliated with a brokerage firm, insurance company, or other financial institution. Because of this, we are not influenced
by commissions, sales incentives, or referral fees when we make our recommendations. Instead, we work for the client on an hourly basis. As a Registered Investment Adviser in the state
of California, we are legally and ethically held to a fiduciary standard to put our client’s interests first. |
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Freedman Financial Planning is a member of the Garrett Planning Network, which is an international network
of fee-only financial planners dedicated to making commission-free advice available to everyone on an hourly, as-needed basis. Members bring the collective wisdom of the entire network
– comprised of over 300 financial planning and allied professionals – to their own individual practices. |
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Cynthia Freedman is the founder of Freedman Financial Planning. As a candidate for the CERTIFIED FINANCIAL PLANNER™ mark of distinction, she has earned a Certificate in Personal
Financial Planning through University of California Santa Cruz and has passed the CFP® certification exam. Cynthia holds a Bachelor of Science degree in Mathematics from Santa Clara
University, California.
Cynthia also enjoys a successful career as a software engineer, employed by various companies under contract to NASA Ames Research Center in California.
With a background in mathematics and a career in software design, Cynthia has both strong analytical skills and extensive experience in designing streamlined solutions to solve problems
and accomplish goals. She entered into the financial planning field because of her passion for personal financial management. She has a sincere desire to help you maximize
your wealth and make your dreams a reality. |
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(408) 930-3195
Based in San Jose, California
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