Cindy Lundberg

About Cindy Lundberg

I help successful families, business owners, and professionals simplify their finances so they can focus on what truly matters.With nearly two decades in wealth management, including experience at Ameriprise, JPMorgan Private Bank, Merrill Lynch, and now Verde Capital Management, I have seen firsthand that money decisions are not just about numbers. They are about psychology, behavior, and the confidence to align wealth with life goals.At Verde Capital Management, I serve as a Financial Advisor, where I specialize in delivering a comprehensive, high-touch client experience. My role is to ensure that every client not only has a clear financial strategy that includes investments, tax planning, retirement, and estate planning, but also feels supported in the day-to-day details that turn strategy into results.I believe in being a true partner to our clients: judgment-free, goal-oriented, and focused on long-term success. My background in psychology and finance allows me to bridge both the technical and human sides of wealth management, helping clients make better decisions and cultivate opportunities to grow toward their goals.Based in Clarkston, MI, I am a proud Spartan alum, an active mom, and an outdoor enthusiast who enjoys hiking, cycling, and family adventures on the water.If you are a strong saver, long-term thinker, or business owner looking for clarity and confidence in your financial life, I would love to connect.

Experience

1. Financial Advisor Marketing Director

   Verde Capital Management

   Jan 2018 — Present · Clarkston, MI, US

Education

• Wayne State University

  Master of Business Administration (M.B.A.)

  2010 — 2013

• Michigan State University

  Bachelor of Science (B.S.), Psychology

  2001 — 2005