Cynthia MorrisCynthia Morris

Wealth Adviser
(650) 358-9000 ext. 4631


As a Certified Financial Planner (CFP®) and a CFA Charterholder, Cynthia has over 20 years’ experience advising clients and helping them meet their financial goals.

She is a passionate advocate for clients, working with them in all areas of their financial lives. She has a strong belief in integrity, honesty, and fairness. 

When not working, Cynthia can be found hiking the trails of Mt. Tamalpais or backpacking in the Sierra.  Her volunteer activities have included tutoring math at the local middle school and various roles serving the senior community. 

She has a B.A. from Whitman College and is a member of the CFA Society of San Francisco.