Broker Check
Cynthia L. Gallagher, CFP® CPA*

Cynthia L. Gallagher, CFP® CPA*

Financial Planner

Cindy joined Lincoln Financial Advisors Corp. in March, 2005. With particular emphasis on Retirement Planning and Readiness Strategies, she provides personal financial services to successful business owners, professionals, families and retirees coordinating wealth accumulation, preservation, management and distribution of assets. She has over 8 years of experience creating financial plans, investment proposals and conducting reviews utilizing a combination of technical skills and quality client services while maintaining extensive knowledge of products and services. Cindy assists in the management and on-going due diligence for all 401(k) Retirement relationships. Designs and implements practices to enhance the operations and contributes to the growth and success of Waypoint Partners while focusing on the client’s primary goal: Navigating Your Financial Future.

Prior to joining Lincoln Financial Advisors, Cindy’s career includes 17 years of financial accounting, managerial and consulting experience within the Telecommunications and Small Business Industries. She has a B. S. degree in Business Administration from Miami University with a major in Accounting. She is a CPA* and received her certification as a CERTIFIED FINANCIAL PLANNER™ Professional in September, 2006. She is an Investment Advisor Representative and holds FINRA  7 securities registration.

Cindy and her husband Pat have three children and they live in Euclid, OH

How do you define success?

“Success is the progressive realization of a worthy ideal.”  Earl Nightingale

What do you enjoy most about your role?

I enjoy focusing on the big picture by simplifying the details. 

What motivates you at work?

Strategizing and implementing plans. I like seeing our Retirement Planning and Readiness Strategies prepare clients for the next phase of life.

What do you like to do in your free time?

Connecting with family and friends while biking on the Cuyahoga Valley Towpath Trails, hiking in the Cleveland Metroparks or exploring local Cleveland restaurants and breweries.

*Licensed, but not practicing on behalf of Lincoln Financial Advisors