Get to Know Cynthia

What do you enjoy most about wealth management?
“The people who do financial planning love someone. They are different than people just seeking wealth. It is so wonderful to see a couple interact verbally and non-verbally in a way that says they care about each other deeply.”

What’s the biggest challenge?
“I would say the stock market is the biggest challenge. I try to make things as logical as possible. I like them that way. With the stock market being a tool for wealth creation, it will always be a part of the equation whether it makes sense or not.”

What do you love most about owning Doussard Financial?
“It’s a great place to spend the day. Beyond taking care of people, I always have the option to put my family and my life first. Those are the same rules I use for Della and Shannon.  I believe in working hard, but I also know that family, friends, and life are more important than work.  It is the same wisdom I want to impart on each of my clients.”

What quality of yours makes you best suited to do what you do?
“I can get just as excited about others achieving their goals as they do for themselves.  Working with some of my clients for over 25 years, I’ve had the privilege of seeing some of these long-term goals come to fruition. It is so rewarding to see clients (my kids), have a plan, work their plan, and be rewarded for their efforts.”

How should people think about money?
“Money is a tool.  It doesn’t define who people are or make them special.  Like all tools, it needs to be taken care of and used for its intended purpose.”

What are your favorite things to do outside of work?
We love traveling and seeing new places.  America is such a beautiful and fantastic country to explore.  There used to be an ad that said “See America.  It’s close to home.”

What would you be doing if you weren’t at Doussard Financial?
“If I weren’t at Doussard Financial, I would go back to tour leading.  (I did camping tours for English-speaking foreigners across the United States and Canada.) The way I look at it, tour leading and what I do now as a financial advisor are very similar. I figure out where my clients/passengers want to go and take them there in an efficient and timely manner—with some fun along the way.  However, with financial planning, I get a home.”

What is one of your favorite quotes?
“Just one?  How about “Happiness is wanting what you have.”

If you had one message to spread to the entire world, what would that message be?
“There are a lot of things more important in life than money.  Investing time in our relationships and health are just two of them.  We are responsible for painting the portrait of our lives—one day at a time.  This is a job I think we should all take seriously, since no one knows how much time we have.”

What is your secret of success?
“I take great notes, have good systems in place, and surround myself with amazing people who love my clients like I do.”

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Cynthia has been in the financial services industry since 1995 helping clients plan for a more secure and comfortable retirement. She is an investment adviser representative of Cetera Investment Adviser LLC and registered representative of Cetera Wealth Services LLC. Cynthia works extensively with Northwest Washington families finding solutions for pension, retirement, and disability issues. 

Cynthia graduated from Concordia College in Moorhead, Minnesota, with degrees in communications and business administration. She holds FINRA Series 7, 63, and 65 securities registrations and life and disability insurance licenses. Currently living in Bow with her husband, Kevin, and their son, Marek, Cynthia's heart is directed to her faith, her family, being active outdoors, and travel.

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Fixed insurance products and services are offered by Doussard Financial.