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.

Cynthia received her bachelor’s in economics from Whitman College. Outside of work, she can be found hiking the trails of Mt. Tamalpais or backpacking in the Sierra. Cynthia has volunteered as a math tutor at a local middle school and in various roles serving the senior community.