Cynthia A. Zickel, ChFC, CFP®
Cynthia A. Zickel, ChFC, CFP®
Ms. Cynthia Zickel, Vice President and Portfolio Manager, has been with Haverford since 1987. As a Portfolio Manager, Cynthia develops client relationships, manages investment portfolios and participates on the Investment Selection Committee. She is also a Retirement Services Specialist with The Haverford Trust Company. Cynthia and her family are major advocates of the Christian Foundation for Children and Aging, and as a family they have been sponsoring a little boy in Bello, Columbia for the last four years.
Education & Certifications
B.S., LaSalle University
Chartered Financial Consultant Designation (ChFC)
CERTIFIED FINANCIAL PLANNER™ professional
Chartered Advisor for Senior Living (CASL®)
FINRA Series 2, 7, 63 and 65
Previous Experience
Retail Banking Division The Philadelphia National Bank
Support Team
Client Service Support Team
Mark Griem Investment Officer
Affiliations & Memberships
Member Philadelphia Estate Planning Council
Fund Board of Trustees Northern Home for Children and Family Services
Due Diligence Site Volunteer Caroline A. Buck Foundation
