Cynthia A. Zickel, ChFC, CFP®

Cynthia A. Zickel, ChFC, CFP®

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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

Contact

Email

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Direct Phone

610.995.8717