Cynthia Schwert, Certified Financial Planner (CFP)has been in the financial services business since 1979. She holds Series 6, 7 (General Securities), 24 (General Principal), 65 and 63 registrations and became a Certified Financial Planner in 1984. Before becoming an independent representative and owner of Strategic Financial Services, Ms. Schwert helped meet the needs of individuals and small business owners through American Express Financial Advisors. She held many positions including financial planner, training manager, district manager and division vice president. Ms. Schwert is registered with Cetera Advisors LLC and the State of California to offer securities and licensed to offer insurance to her clients. She is also an Investment Advisor Representative of Cetera Advisors LLC.

Pamela Robinson is co-owner of Strategic Financial Services. She is an Investment Advisor Representative of Cetera Advisors LLC holding a Series 6, 7 (General Securities), 66,65, and 63 registration(s). Before entering private practice, Pam specialized in risk management for large national and international clients with James Econn and Co. in Los Angeles, CA., where she held the position of assistant Vice President. Ms. Robinson is registered with Cetera Advisors LLC and the State of California to offer securities and licensed to offer insurance to her clients. She is also an Investment Advisor Representative of Cetera Advisors LLC.