Your Trusted Financial Advisor
Meet Cindy Ohlson
Hello! I’m Cindy, and I’m delighted to welcome you to my world of financial planning and guidance. Let me share a bit about myself and why I’m passionate about helping you achieve your financial goals.
Born and Bred in Cape Town
I’m a proud Cape Town native, where I completed my schooling and tertiary education. Growing up in this vibrant city has instilled in me a deep appreciation for community and connection.
A Proud Mom
First and foremost, I’m a mom to a beautiful daughter. Parenthood has taught me the value of planning for the future and securing our loved ones’ well-being. It’s a perspective I bring to my financial advisory services.
Dedicated to Continuous Learning
I’m committed to personal growth and professional excellence. This year, I’m embarking on post-graduate studies in financial planning, with the goal of obtaining my CFP (Certified Financial Planner) qualification within the next 5 years. Staying at the forefront of the industry allows me to provide you with the best guidance.
16 Years in Finance
My journey in the world of finance began straight out of high school when I started as a banker. Over the past 16 years, I’ve honed my skills and expertise, gaining invaluable experience in the financial sector. This journey has shaped me into the client-centric individual I am today.
Need A Financial Advisor For Your Business? Contact Me Today
My team of experts understands the intricacies of business finance, from asset protection to succession planning. We’re here to help you navigate the complexities of managing your business’s financial well-being.
Your Dedicated Financial Partner
As a registered representative of Old Mutual, a respected Financial Services Provider, I bring dedication and a commitment to financial excellence to every client relationship I forge. My focus is on building strong and lasting relationships, not just the sales aspect of financial planning.
Balancing Work and Passion
Outside of my professional life, you’ll find me enjoying the great outdoors. I have a deep passion for hiking, cycling, and spending quality time with friends and family. Just as nature thrives through seasons of growth, I believe individuals and families can flourish with the right financial strategies in place.