Cynthia Coleman serves as our office manager and client service specialist. She specializes in operational responsibilities and ensures that new and existing clients receive outstanding signature service. Her warm personality and commitment to excellence enhance the client experience with our firm.
Cynthia has over 6 years of experience working in the financial services industry. She has comprehensive knowledge of compliance, operations and client services. Prior to joining LPL Financial, Cynthia worked a Human Resources professional for several large organizations in Southern California.
Outside of the office, Cynthia has a passion for maintaining an active life which includes yoga, hiking and paddle boarding. She is devoted to a holistic lifestyle with her husband of 20 years.