Cynthia Pellegrino, CFP®

I have over 17 years’ experience in the financial services industry. I started my career in 2000 at Fidelity Investments, which is where I developed my passion for financial planning and helping clients. I chose to leave Fidelity Investments to work more directly with clients and be able to build relationships and increase my industry knowledge. I worked at a financial planning firm for over 10 years where I was involved with all aspects of client financial planning.

My desire to open Symmetry Wealth Management came from wanting to help clients and I chose Fortune Financial Services Inc. as my Independent Broker-Dealer and Prosperity Wealth Management Inc. as my Registered Investment Advisor firm because together they allow me to offer diverse products and services, and allow me to use many investment platforms to help my clients achieve their goals. Service of my clients is of the utmost importance to me and I strive to make sure all my client’s needs are met. As a CERTIFIED FINANCIAL PLANNER™ professional, I have a fiduciary duty to my clients to make sure their needs come first.

Licenses held: Securities registrations through Fortune Financial Services Inc. (Series 7, 63, 65, and 24) and Life/Health and Disability insurance license.