Houston Office
791 Town and Country Blvd., Ste. 250
Houston, Texas 77024
713.781.2856

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Cindy Yac, MBA

Financial Planning Associate

Professional Experience

Cindy has nearly a decade of professional experience. She began her career at FCA Corp in February 2016 as a Financial Planning intern. Now, her responsibilities include assisting and supporting the firm’s Financial Planning team and the practice of the CEO, Robert Scharar. Cindy is the liaison between the advisor and client throughout the onboarding process and continued account maintenance.

Prior to FCA Corp, Cindy used her property and casualty insurance license as well as her adjusters license to process and examine claims for big corporations. Cindy holds her Series 65 license and is currently working towards attaining the CERTIFIED FINANCIAL PLANNER™ certification.

 

Education, Licenses & Certifications

  • CERTIFIED FINANCIAL PLANNER™ Education Program, Rice University
  • Houston Baptist University, Masters of Business Administration – MBA
  • University of Texas at Austin, B.B.A in Finance
  • Series 65 license

 

Personal Interests

As a native Houstonian, Cindy enjoys spending time outdoors with her children and trying new restaurants. In her free time, she enjoys volunteering at her children’s school and traveling with her family.