09 Feb Cindy Herrera
Cindy Herrera’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Prior to joining Gratus, Cindy worked at Charles Schwab as a registered representative and Client Service Specialist. During her time at Charles Schwab, she specialized in client reporting for Advisor Services based out of Phoenix, Arizona. More recently, she worked at a local Charles Schwab branch here in Atlanta. Prior to Charles Schwab, Cindy worked for an Investment Advisor, Lombardia Capital Partners, as an Associate of Client Service and Marketing, and at Countrywide.
Cindy is a graduate of California State University, Northridge and received her bachelor’s degree in Liberal Studies. She holds the Financial Paraplanner Qualified Professional™ designation and is currently working toward her CERTIFIED FINANCIAL PLANNER® designation.
Cindy enjoys serving in several charitable organizations, helping children and families in need.
Outside the Office
Cindy lives in Marietta with her fiancé, their daughter Priscilla, and two German Shepherds. During her free time, Cindy enjoys hanging out with her family, cooking, traveling, and spending time outdoors.