“I enjoy working closely with my clients to create financial plans for their goals before and during retirement.”
Cindy focuses on helping her clients through the financial planning process and enjoys forming long term, personal relationships with those she works with. Cindy works closely with her clients, ranging from young professionals to retirees, to help define, monitor and realize their financial goals.
Originally from Virginia, Cindy moved to Charlotte and joined Carroll Financial in 2011. She graduated magna cum laude from Virginia Tech with a major in finance and a minor in International Business. She also earned a Commonwealth Scholar degree from the University Honors program. Cindy is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified College Funding Specialist®.
Cindy lives in Charlotte with her husband Adam and their son Roman. Cindy and her Golden Retriever, Dawkins, are a certified Therapy Dog International® team and volunteer at various facilities. Cindy and Adam enjoy traveling, hiking and cheering on the VT Hokies.
Cindy Piacentino's Approach
I enjoy working closely with my clients to create financial plans for their goals before and during retirement.- Cindy Piacentino
Cindy focuses on helping her clients define and realize their goals in all stages of their lives. She is able to assist with all aspects of financial planning including wealth accumulation, retirement income and education planning. Cindy also has experience in portfolio management and trading from her work in our managed accounts department.