Cindy Couyoumjian

Certified Financial Planner in Tustin, CA

Cindy Couyoumjian, originating from Tustin, CA, has established herself as a Certified Financial Planner (CFP) with an impressive 37 years in the financial industry. Her dedication to assisting individuals in navigating the dynamic financial and economic environment has earned her notable status in her profession. Her extensive expertise in securities and insurance and her skill in managing significant assets have led her to author two best-selling books, affirming her as a National Best Selling author. The anticipation for her third book, expected in October 2023, further highlights her role as a prolific writer and influential thought leader.

Her career journey is a testament to her dedication and continuous innovation in finance. She holds eight securities licenses, including Series 63, 6, 65, 7, 22, 24, 31, and 26, and a California Insurance License, demonstrating her extensive knowledge across various financial sectors. In 2021, her debut book, "Redefining Financial Literacy," climbed to The Wall Street Journal's National Best Seller list, marking her triumphant entry into literary circles. Following this, her second book, "The Rise of Women and Wealth," released in 2022, secured spots on the USA Today National Best Seller list and Amazon Best Seller status in the Financial Service Industry.

Moreover, she is a successful wealth manager, overseeing assets exceeding $340,000,000. Her financial acumen was recognized in 2021 when she ranked second among her peers within her broker-dealer. Her contributions to the finance industry have earned her numerous awards, including the Bronze "Stevie Awards" in 2022 in two categories. In 2023, she was named one of the "CEO VISIONARIES" by the Los Angeles Times, celebrating her innovative REALM® multi-asset investment model.

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