Cindy Diccianni
RN, ChFC, CLTC, RICP^®, AEP® Investment Advisory Representative

From one helping profession to another…

A registered nurse, Cindy started studying finance when she and a group of nurses began an investment club. The more she learned, the more she realized she could help provide the services she sought – applying the same holistic approach to caring for clients’ financial health as she did their physical health.

Not only did she love it – she excelled at finance.

At the same time, she saw her parents endure unnecessary financial hardships and vowed to do all she could to make sure others did not suffer a similar fate.

She is passionate about helping her clients create financial freedom – and in her 25 years doing so Cindy has walked alongside them celebrating life’s brightest moments and darkest challenges.

An insatiable curiosity and desire to learn, Cindy takes pride in completing regular, rigorous education so she can provide the best solutions for each client’s needs. Her professional designations include:

• Retirement Income Certified Professional^® (RICP^®) which empowers financial professionals with the knowledge they need to become experts in today’s fast-growing retirement planning market.
• Chartered Financial Consultant (ChFC) which is an advanced financial planning designation that covers all elements of estate, financial, and tax planning.
• Certified Long Term Consultant (CLTC) recognition for special expertise in key issues facing seniors, including government benefits, income streams, and long-term care.
• Accredited Estate Planner® (AEP®): designates formal experience, education, and designation in estate planning activities.
• Registered Investment Advisor and a Registered Representative with Leigh Baldwin & Company member FINRA and SIPC.

Cindy and her husband, Dan, have been married since 1985. She enjoys being with her son, Christopher, spending time at the beach, sailing and golfing.

Giving Back

Committed to her community, Cindy also gives back. You can learn more about her involvement here.

Education

• Completion of the Retirement Income Certified Professional^® (RICP^®) program 
• Certificate of Completion from the American College for the CFP and ChFC curriculum
• Associated Degree in General Studies from Montgomery County Community College, Blue Bell, PA
• Certification in Operating Room Technology from the National School of Health Technology, Philadelphia, PA
• Associate’s Degree in Nursing from Hahnemann University, Philadelphia, PA.
• Attended Philadelphia University, Major Finance
• American College, Bryn Mawr, PA, ChFC program