Cynthia Haddad, CFP®, ChSNC

Senior Vice President, Wealth Advisor

Caring for one another is at the core of our most valued relationships. Cindy is a committed, vital and highly experienced professional whose expertise in planning and deep sense of empathy are prized by her clients. She fully understands, having cared for elderly parents, as a sister and advocate for her brother Ron and a wife and mother herself, the unique financial and personal requirements of families like her own.

Cindy is a recognized thought leader in planning for families of individuals with disabilities as co-author of the bestselling book, The Special Needs Planning Guide , now in its second edition.

Cindy is a passionate advocate of education for families, and has presented hundreds of pro-bono, informational workshops, participated in panels and podcasts and is  quoted extensively in the media. 

Cindy lives in Belmont, MA with her husband and (in the summers) her two college age children. She is actively involved in her church and local community and serves as an advocate for her older brother Ron, who has disabilities. In her free time she enjoys cooking, spending time outdoors, traveling,  the arts and having fun with her family.

Important fact: Shades of the Von Trapps! Cindy – and her musical family – are all talented performers.  You can often find her in the audience or stands proudly watching their performances.

Credentials and Certifications

  • Certified Financial Planner ™, CFP®
  • Chartered Special Needs Consultant®, ChSNC®
  • Member - Academy of Special Needs Planners
  • Member- Financial Planning Academy 
  • Member - Special Needs Collaborative-USA 500

    CFP Board owns the marks CFP® in the U.S.
    CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
  • Author, The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life, (First edition-2007, Second edition- 2021, Brookes Publishing)
  • Past board member: The Arc of Massachusetts, Central Middlesex Area Advisory Board for the Massachusetts Department of Developmental Services, Massachusetts Sibling Support Network (MSSN) and past advisor to the MARC Trust, Inc. (currently Planned Lifetime Assistance Network of Massachusetts, Inc.)

Cindy Haddad

About my brother Ron & me...

In 2017, Investment News made a video telling our story as part of their GameChangers series. Take a look.→

Get in touch with Cindy.