Cynthia
Sforza
Towneley Capital Management, Inc
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About this Advisor
Cynthia Sforza is a certified financial planner operating out of Laguna Hills, California, with a total of 2 years of industry experience. Sforza is on the advisory team at Towneley Capital Management, Inc. Their career trajectory has included roles at Schoolsfirst Fcu, Cuna Brokerage Services, Inc, Cuna Broker Services, Inc, Cuna Mutual Group, Bronfman E.L. Rothschild Capital, LLC, Bronfman E.L. Rothschild, Lp, Creative Planning, Towneley Capital Management, Inc and University Of California, Irvine. Sforza maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Towneley Capital Management, Inc is a firm operating out of Laguna Hills, CA. It handles $819 million in assets under management among its 392 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 392 client accounts, 50% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Towneley Capital Management, Inc provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors largely depend on the financial services offered. Fees billed by Towneley Capital Management, Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Towneley Capital Management, Inc Brokerage Details
$819,043,342
13
392
$2,089,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Cynthia Sforza Work History
Cynthia has been registered as a financial advisor for 2 years.*
Towneley Capital Management, Inc
University Of California, Irvine
Creative Planning
Cuna Broker Services, Inc
Cuna Mutual Group
Bronfman E.L. Rothschild Capital, LLC
Bronfman E.L. Rothschild, Lp
Schoolsfirst Fcu
Cuna Brokerage Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cynthia Sforza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Towneley Capital Management, Inc
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
