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Transforming financial advice
My approach marries the psychological side of money with the best academic evidence we have on the financial side.
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FINANCIAL PLANNER
Cicely Jones
I am a CERTIFIED FINANCIAL PLANNER™ professional who started my career in early 2016 focused on supporting young professionals at the beginning of their savings journey. I did very well at that, becoming the top producer of my 25-person team in my first full year as a financial professional. In 2018, I was the first woman in 20 years within my organization to reach the vice president level. Over the years, I noticed that most of the young couples I worked with had similar questions, and wanted to know if there was anywhere they can go to learn about complicated planning topics facing them. This prompted me to write my book, Financial Planning for Young Couples, and write articles on Forbes.com to make these topics more digestible.