Enrichment courses offered for Farmington Public School employees ONLY!
Do you have the information you need to make decisions about your financial goals? In this 4‑week financial workshop, you'll learn key principles of saving and investing, as well as specific strategies to help you reach your long‑term financial goals. We will cover topics such as personal budgeting, the importance of developing an investment strategy, common investing mistakes and how to avoid them, and how to translate your retirement vision into tangible goals. We will also review the basics of estate planning so you can consider the options that make the most sense for your specific situation.
Cindy has nearly 20 years of public and private market investing experience.
Before becoming a financial advisor, Cindy spent a decade at Banes Group as a mergers and acquisitions executive. Cindy played a pivotal role in leading and initiating the company’s entry into the industrial automation market through the acquisition of Gimatic. This acquisition marked the largest in the company's history at that time.Prior to that, Cindy was an equity analyst with UBS Investment Bank. She played a key role in the top-ranked U.S. health care team and global real estate team (by Institutional Investor), based in New York, Shanghai and Hong Kong. Cindy began my career as a software engineer and product strategist for Varian Medical Systems.Cindy holds an MBA from The Wharton School, University of Pennsylvania, where she received the Arthur Foster Fellowship for academic excellence and leadership. She also hold an MS degree in computer engineering from Syracuse University and a bachelor's degree in environmental and chemical engineering from Harbin Institute of Technology (with High Honors).Cindy is passionate about helping clients understand and navigate the oftentimes complex investment arena to achieve the financial freedom they work so diligently for. Cindy is fluent in English and Mandarin.
Cindy Shi
