Cynthia Farnsworth is a Senior Wealth Adviser at Atlatl Advisers and a CFP® professional, with nearly 20 years of experience in personal financial planning, retirement strategy and portfolio management. She also holds the Chartered Retirement Plans Specialist™ and Accredited Portfolio Management Advisor™ designations.
Cynthia joined Atlatl in February 2024 from Ameriprise Financial, where she was a Private Wealth Advisor. Before that she spent twelve years at UBS Financial Services, as a Vice President, Wealth Management, and she earlier held a role at First Horizon National. She also brings more than 15 years of strategic planning and finance experience.
Cynthia holds a B.A. in Business Management from Concordia University. In the community, she has contributed to Habitat for Humanity of Dane County, supports the Foundation Fighting Blindness through its VisionWalk, and is a member of TEMPO Madison, an organization that champions the influence of women in business.
Credentials and background
- CFP® certification
- Chartered Retirement Plans Specialist™ (CRPS™) and Accredited Portfolio Management Advisor™ (APMA™)
- B.A., Business Management, Concordia University, 2012
- Ameriprise Financial: Private Wealth Advisor, 2019 to 2024
- UBS Financial Services: Vice President, Wealth Management, 2007 to 2019
- SEC record (IAPD), CRD 5389825