Cynthia Anne Kelley

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Cynthia Anne Kelley is a financial consultant based in Houston, Texas, affiliated with Oppenheimer. She specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Cynthia employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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