THE GLEASON WAY
Financial planning for every season of life
Cindy began a financial planning practice in 1990 in Central Iowa. As a CERTIFIED FINANCIAL PLANNERTM Professional,she is a Fiduciary, which is a fancy word that means she is required to put her clients' best interests before those of her firm.
She holds the Series 7 and Series 63 licenses, as well as insurance and Investment Advisory status in several states. Her securities business is supervised by Securities America, Inc., and her Investment Advisory business is supervised by Arbor Point Advisors, LLC, Omaha, NE. Cindy demonstrates significant tax knowledge and competence in tax matters, adheres to ethical standards and stays current with tax laws and regulations.
Cindy regularly obtains more than double the continuing education requirements necessary to maintain her certifications because she believes education is vital to keeping up with investment trends and opportunities for her clients.
Cindy received her Bachelor of Science degree from Upper Iowa University and has the following professional designations:
CFP(R) - CERTIFIED FINANCIAL PLANNERTM conferred by the CFP Board of Standards
ChFC(R) - Chartered Financial Consultant conferred by the American College
CDFATM - Certified Divorce Financial Analyst conferred by the Institute for Divorce Financial Analysts
BFATM - Behavioral Financial Advisor conferred by Kaplan University
IRS Enrolled Agent - Enrolled Agent conferred by the Department of the Treasury, IRS
Mediator - Cindy is also trained as a mediator, specializing in mediating the financial issues in family law cases
Gleason Financial Group has offices in Cedar Falls, IA, and Lee's Summit, MO
Cindy spends one week each month in Missouri to take care of the needs of her clients who live in that area.