Cynthia A. Zickel, ChFC, CFP

Cynthia A. Zickel, ChFC, CFP®

Vice President & Portfolio Manager

Ms. Cynthia Zickel joined Haverford in 1987. As a Portfolio Manager, Cynthia develops client and advisor relationships and manages investment portfolios. 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.

Contact Information

610.995.8717

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Certifications & Education

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

Affiliations & Memberships

Member
Philadelphia Estate Planning Council

Client Service Team

Cynthia A. Zickel, ChFC, CFP

Cynthia A. Zickel, ChFC, CFP®

Vice President & Portfolio Manager
610.995.8717

Kathy Hill

Investment Officer
610.995.8712