Cynthia Stenberg
Financial Representative, Managing Associate
Cindy is a Managing Associate at Westshore Financial, where she merges her passion for finance, numbers, and helping people into a comprehensive practice focused on preserving and growing wealth. With six years of dedicated service to the firm, she has cultivated a reputation for being organized, precise, and possessing a relentless work ethic.
A Virtual Family Office Approach
Cindy acts as a strategic quarterback, bringing a "virtual family office" experience to her clients. She coordinates with a network of elite specialists to ensure every aspect of a client’s financial life is optimized. This holistic approach focuses on six critical areas:
- Smart Investment Management
- Tax Mitigation
- Legacy Planning (Caring for heirs)
- Asset Protection (From unjust claims)
- Maximizing Charitable Impact
- Optimizing Business Succession
The Heart of a Teacher
Cindy believes in empowering her clients. Driven by the "heart of a teacher," she strives to see both her team and her clients thrive and grow. She specializes in educating individuals and families to help them build wealth, gain stability, and confidently reach their financial goals.
Cindy welcomes clients seeking stability, balance, and clear direction in their financial world.
Comprehensive Financial Services
Cindy offers a full suite of financial products and services, including:
· Investment Portfolio Management and Savings Strategies
· Retirement Planning
· Business Planning and Exiting Strategies
· Protection Solutions: Life Insurance, Disability Insurance, and Long-Term Care Insurance
· Accumulation and Distribution Products: Fixed and Variable Annuities
· Financial Organizational Tool: The Living Balance Sheet
Competitive Spirit, Active Life
Cindy’s inherent competitive spirit translates directly into her desire to be the best advocate for her clients. When she steps away from the office, she leads an active, full life. She enjoys traveling and spending time with her family, whether on the beach surfing, skiing in the mountains, or playing competitive beach volleyball, golfing, tennis, and pickleball.
She is the proud mother of three children:
· William: A freshman at Vanderbilt majoring in Jazz Studies and Finance.
· Chloe: A junior at Lancaster Bible College studying Business and Finance while playing indoor and beach volleyball.
· Jing: Pursuing her Ph.D. in Molecular Physiology at Columbia University.
Click Here for more information about Cindy!
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian.