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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

As a Dave Ramsey Financial Advisor, I bring a unique blend of expertise and approachability to help my clients achieve their financial dreams and goals. With the heart of a teacher, I am dedicated to simplifying complex financial concepts, making them understandable and actionable for my clients.

My commitment to excellence is reflected in my easy-going yet hard-working nature. I believe in creating a supportive and collaborative environment where clients feel empowered to take control of their financial future. By providing guidance and education, I aim to build lasting relationships that go beyond mere financial transactions.

Outside of the financial realm, I enjoy spending quality time with my husband, especially on road biking adventures. We share a passion for staying active and exploring new routes together. Additionally, my love for animals is evident in the joy I find in playing with my rescue dogs, while bringing warmth and companionship into my life.

As a true SEC Football enthusiast, I bring the same level of dedication and enthusiasm to my clients’ financial journeys as I do to cheering for my favorite team. With a focus on education, collaboration, and a genuine desire to see my clients succeed, I am here to guide you on the path to financial success. Let’s work together to turn your financial aspirations into reality.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

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

Contact

  • cindy@smartprousa.com
  • 334-546-0561

State Licenses

Affiliated with all 50 states