Cynthia Haddad in

Cynthia Haddad

Inquirer · DISC type dc
Senior Wealth Advisor at Sequoia Financial Group
📍 Greater Boston, United States

Cynthia Haddad is a Senior Wealth Advisor at Sequoia Financial Group and a Certified Financial Planner™ professional. She is a nationally recognized expert and author specializing in financial planning for families with members who have special needs, leveraging her extensive experience to guide multi-generational clients.

Her professional dedication is deeply rooted in her personal life as the sister of an adult brother with disabilities. This experience provides her with a unique understanding of the complexities and challenges these families face, driving her passion to help them secure a lifelong plan of care.

Cynthia co-authored the comprehensive book, “The Special Needs Planning Guide, ” to help families navigate every stage of their childs life.

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Experience
14 Years
Current Role
Senior Wealth Advisor
Location
Greater Boston, United States
Personality Overview

How Cynthia shows up

Upfront
Judgemental
ROI Conscious

They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Priorities

Topics Cynthia cares about

Special Needs Planning
Her career and publications are dedicated to this topic, inspired by her personal experience with her brother who has disabilities.
Generational Wealth
She frequently speaks on "Planning for Two Generations, " focusing on creating financial plans that support both parents and their children with special needs.
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Career

Work history

9-2023
Senior Wealth Advisor
Sequoia Financial Group
10-2019 - 10-2023
Managing Partner & Wealth Advisor
Affinia Financial Group
10-2023
Co- Founder & Partner
Special Needs Financial Planning LLC
5-2011 - 9-2019
Wealth Advisor
Shepherd Financial Partners
Certified Financial Planner Professional, CFP(R)
Bay Financial Associates
In the press

Media appearances

Cynthia Haddad, CFP, Sequoia Financial Group. Featured in USA 500 Clubs
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Education
1981 - 1985
Bachelor's degree
Simmons University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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