Cindy Gunawan

About Cindy Gunawan

The will to win is not nearly so important as the will to prepare to win. Most people have the will to win. Great performers have that rare will to prepare.\"~Vince LombardiOur mission is to help busy professionals and families have more confidence and clarity around their finances. By listening to and understanding the needs of our clients, we are able to provide expert guidance, world class financial solutions, while developing caring relationships that go beyond the planning itself.Our Philosophy is that- Planning is a collaborative experience - Each client deserves a plan that integrates all aspects of their life - Clients are best served by an advisor who will act in their best interest at all times - Planning is about achieving goals, and solutions to complex problems should be simple, actionable and designed with the end in mindIf I can help you or someone you know please contact me directly:(832) 5••••••••@nm.comSpecialties: Comprehensive Financial Planning | Retirement Planning | Wealth Management | Life Insurance | Wealth Preservation + Wealth Accumulation | Investments | Mutual Funds | Mentoring + Coaching | Disability Income Planning | Education Funding | Budgeting

Experience

1. Financial Advisor

   Northwestern Mutual

   Apr 2004 — Present · Houston, LA

   My professional journey with Northwestern Mutual began when I accepted an internship as a financial representative. Although I had plans of using this experience as a template for starting my own business in the fashion industry, I quickly realized the pervasive, significant impact I could have working directly with clients to ensure the best possible outcome for each individual, business and family that entrusts their financial future to me. Whether navigating tax strategies, retirement planning, or life insurance product options, my team and I work hard to provide clients with the candid dialogue, attentive in-person engagement and education for determining a comprehensive, prosperous financial plan. Our comprehensive process holds clients accountable to accomplishing their unique objectives, and I enjoy being an integral part of each client’s financial transformation. When presented with the opportunity to expand my Northwestern Mutual practice to the Houston region, I was excited to share my vision and inspire a new community to achieve financial success. I currently split my professional time between Houston and Lafayette, where I continue to maintain a dedicated presence and commitment to my long-time clients. If I can help you or someone you know, please contact me directly:(33••••••45, c••••••••@nm.com

Education

• University of Louisiana at Lafayette

  Bachelor of Science - BS

  1999 — 2003

• St. Thomas More Catholic High School

  High School Diploma

  1995 — 1999