Cynthia A. Zickel, ChFC, CFP®

Cynthia A. Zickel, ChFC, CFP®

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Ms. Cynthia Zickel, Vice President & Portfolio Manager, joined Haverford in 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 work with non-profit organizations that advocate for children and the aged, including Unbound, an international nonprofit dedicated to working with people of diverse faith traditions in 20 countries to eliminate poverty.

Education & Certifications

B.S., LaSalle University

Chartered Financial Consultant Designation (ChFC)

CERTIFIED FINANCIAL PLANNER™ professional

Chartered Advisor for Senior Living (CASL®)

FINRA Series 7 and 65

Previous Experience

Retail Banking Division The Philadelphia National Bank

Support Team

Client Service Support Team

Kathleen A. Hill Portfolio Assistant

Affiliations & Memberships

Member Philadelphia Estate Planning Council

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Contact

Email

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Direct Phone

610.995.8717