Cindy Mota, CFP®

Financial Planner

Experience & Expertise

Cindy is a Financial Planner in the firm’s Private Client Group. She works closely with other members of the Private Client Group to provide comprehensive financial planning and wealth management services for individuals and families. Prior to Greenspring, she worked as a Financial Planning Analyst at Quadrant Capital Management and a High Net Worth Brokerage Service Specialist at Vanguard.

Favorite Thing About Working With Clients

“Inspiring clients to make the best decisions towards financial security and cultivating a positive mindset to help them reach their goals.”

My Philosophy On Client Service

“Getting to know the client and understanding their needs allows you to cultivate a proactive mindset. This will enable you to provide solutions before the client comes to you.”

B.S. from William Paterson University
Hawthorne, NJ
William Paterson University
The American Society for the Prevention of Cruelty to Animals® (ASPCA®)
Reading
Traveling
Yoga
Have A Bias Towards Action
What I Love About Greenspring

“A collaborative environment where the focus is on doing what is best for the clients.”

Greenspring News

Greenspring Advisors Named as Top Defined Contribution Advisor Team in Nation | Top 3 in Maryland

Greenspring Advisors Awards $50,000 in Grants