Cynthia joined the Allen & Company team in 2003 with more than a decade of industry experience. She is a Chartered Retirement Plan Specialist®, and a Certified Wealth Strategist®.
Most inspired by those people that have worked hard and saved diligently throughout their lives, Cynthia enjoys helping clients get the most out of their 401(k) plans and retirement saving options. Cynthia is a member of the Lakeland Chamber of Commerce and resides in Lakeland with her husband and daughter.
Cynthia Marotz holds the Series 7 and 66 registrations with LPL Financial. She also holds her life, health and variable annuities insurance licenses.
CRPS® conferred by College for Financial Planning.
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