Cindy M. Derso

Cindy M. Derso

Biographical Info Cindy and her partner, started Proactive Wealth Strategy, 20 plus, years ago with the intention of enabling clients to sleep well at night because they know Cindy and her team are managing their finances. They pride themselves on being the CFO for you, your company, and/or your family's financial assets. Their planning process has been developed and refined to encompasses all aspects of financial planning for, when work becomes optional, college planning for kids/grandkids, weddings, estate/legacy planning, and for care later in life, when you need it. We are honored to know our client's and their need's, intimately. As trusted advisors, Cindy and her team take pride in helping them achieve their financial dreams.

Email Address [email protected]

Phone Number (770) 635-4101

View All Members

Edit Profile