Senior Referral Network Sponsor

One of my earliest memories when I was growing up has to do with money. When I was 6 years old, there was a glass apple juice jar in my parent’s bedroom filled with change. One day I emptied it out all over their floor. I sorted and counted it, and after I was done, I put it all back into the jar in order of denomination. I proudly reported back to my Mom and Dad how much was in it. It became a regular thing for me, and I loved to watch that number climb. I learned from a very early age that I liked watching money grow and that translated into a career of watching my client’s money grow and grow and grow (And I still love to count change).

My decision to become a business owner: As my career in finance began, I was encouraged by my parents to help other people just like I helped them with their change jar. I started with a background in banking and accounting. Then I joined my future partner as a Financial Services Assistant in 2010. After obtaining several licenses and becoming a Financial Advisor, I rose to partner status in 2015 and in 2020 I became owner. Now, 14 years later, I continue to help my clients by learning about their financial goals for their
families, then working together to keep an eye on their goals. It’s been a joy, and I look forward to continuing for years to come.

Motivation: Another thing my parents instilled in me from an early age was to always be learning. Professionally, that means that I am always taking more classes and then putting what I learn into action for my clients. To that end, I have obtained my ChFC® (Chartered Financial Consultant), RICP® (Retirement Income Certified Professional) and WMCP® (Wealth Management Certified Professional) designations. Currently, I am in the precertification
stage of getting my CFP® (Certified Financial Planner™) designation. I have successfully completed all the coursework as
well as passing the CFP® exam in early November 2023. The desire to assure clients that retirement is an achievable goal is deeply important to me.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SPIC. Advisory services through J.W. Cole Advisors, Inc. (JWCA). Crossett Financial Services and JWC/JWCA are unaffiliated entities.

• First Name: Cindy
• Last Name: Crossett
• Title: Financial Planner
• Business Phone: 9286393828
• Cell Phone:
• Email Address: [email protected]
• Address Line 1: 203 S Candy Ln, Suite 10B
• City: Cottonwood
• Zip Code: 86326
• Website: https://www.fcfsaz.com/
• Portrait:
• Facebook: https://www.facebook.com/CrossettFinancial
• LinkedIn: https://www.linkedin.com/in/cindycrossett/