cindy wilson

Cindy Wilson

Senior Financial Advisor

  • Education

    MBA, Pepperdine University
    Bachelor’s Degree in Exercise Science, University of Southern California

  • Certifications/Licenses

    FINRA® Series 7, 31, 66
    Certified Financial Planner (CFP®)

  • Joined Us In


  • Born & Raised

    Kalamazoo, Michigan

  • Family

    She and her husband Larry have 4 children from ages 4 to 24.

  • Favorite...

    Favorite place: a warm beach

  • Fun Fact

    Cindy knew she wanted to write a novel since 2nd grade

  • Favorite Quote

    “Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela

Cindy Wilson started her higher education in engineering because she attended a magnet high school for high achievers in math and science. Her science interest led her to a degree in exercise science and work in physical therapy; her math interest then led her to earn her MBA.

Cindy Wilson, Cindy Wilson

As a JOYN Advisor, Cindy is happy about the choices she’s made. “At JOYN I’m able to use my knowledge and background to find solutions for wonderful people with whom I’ve developed a close relationship,” she explains. “And most importantly, I’m working for an organization of high integrity. JOYN is all about doing what is right all the time, not only when it’s convenient. That’s important.”

Cindy and her husband Larry have 4 children — Lafayette, Imani, Xavier, and Ashley — who occupy most of their free time. “We cover all of the seasonal sports like baseball, basketball, football and soccer, plus a 4 year old girl who takes rock climbing. There’s not much time for other things,” she laughs.

Cindy Wilson, Cindy Wilson

But somehow, Cindy finds a little time to write. She has wanted to be a writer since childhood and has completed outlines for a novel and two movie scripts. One of her scripts follows the 1972 U.S. men’s basketball team as they earn silver at the Munich Olympics, then refuse to accept their medal.


Cindy Wilson, Cindy Wilson

In the News

Cindy Wilson, Cindy Wilson
Cindy Wilson, Cindy Wilson

Cindy’s Insights

Cindy Wilson, Cindy Wilson

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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