Cindy Delgado Curry

Cindy became an integral part of our team early in her career, quickly discovering a passion for financial planning and helping others. Her natural ability to connect with people has made her an invaluable asset to both our clients and our team. Through years of dedication and leadership, Cindy advanced to Director of Operations, overseeing key business functions and ensuring seamless client experiences. After a decade of growth within the firm, she became a partner, further solidifying her commitment to guiding clients toward financial success.

Throughout her career, Cindy has taken on a variety of responsibilities, including administration, client relations, and operational management. She also plays a key role in our marketing efforts, serving as a liaison with custodians and outside vendors. If you ever need help navigating our financial tools, Cindy is the go-to person to walk you through the programs.

Cindy graduated from Pace University, where she majored in International Management with a concentration in Marketing and a minor in Eastern Asian Studies with a focus on Mandarin. In addition to a basic understanding of Mandarin, Cindy is fluent in Spanish and skilled at translating Italian and Portuguese.

Outside of work, Cindy is a volunteer coordinator for Mothers Against Drunk Driving (MADD) and enjoys spending time with her husband and two young children. She loves taking them to the zoo, where they can explore and learn about different animals together. She also finds relaxation and creativity through drawing.