Cindy Mota, CFP®

Financial Associate

Hometown

Hawthorne, NJ

Alma Mater

William Paterson University

Interests
  • Reading
  • Traveling
  • Yoga
Favorite Greenspring Core Value

Have A Bias Towards Action

Experience & Expertise

Cindy is a Financial Associate 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.

Education, Awards and Recognition

  • B.S. from William Paterson University

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.”

What I love About Greenspring

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