Senior Financial Planner
The Planning Center
Cicily's firm, Aequus Wealth Management, was founded to help clients make better financial decisions, and merged with The Planning Center, a like-minded firm, in 2015.
An early advocate of behavioral finance, she recognized that all are influenced not just by facts, but also by upbringing, emotions, and experiences which can interfere with rational decision-making.
Cicily's clients, who have overcome life’s obstacles to lead fulfiling lives and reach the heartfelt goals that reflect their values, inspire her. Her affiliations include Sudden Money® Institute, Money Quotient, the Nazrudin Project, and Kinder Institute.
Wednesday, May 8
1:45 PM – 2:45 PM