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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Cindy Robertson

With 18 years of real-life experience living the Dave Ramsey philosophy, Cindy Robertson takes an easy-to-understand approach to financial advising and wealth building. She wants to empower women, families, and young people to plan ahead for their short-term and long-term dreams.

She holds the Series 6, 63, 65, and Life and Health Licenses. Cindy leads by example as she is on Baby Step 6 and is prepared to give you advice on your investing, savings, retirement, and insurance needs.

When you speak to Cindy you will immediately hear her Southern accent which matches her laid back, easy to understand style to help you navigate the financial world and answer all of your questions no matter what your current financial picture is.

In her spare time, Cindy enjoys spending time with her family, dogs and grand dogs, riding road bikes with her husband and SEC Football. War Eagle!

Schedule a Call

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Meet Up

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Get a Plan

I’ll present you with a customized plan based on your goals

More About Cindy:

  • Sarasota, FL Office
  • Former Budgeting Coach
  • FPU Graduate
  • Legacy Graduate
  • Series 6, 63, 65
  • Life & Health
  • Riding Road bikes
  • A love of all animals and SEC Football

Locations Served


  • 334-546-0561

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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