Cecilia Chand

  • Financial Advisor
  • Investment Advisor Representative

As a Financial Advisor, Cecilia acts as a trusted resource guiding her clients towards making the right financial decisions for their future. She collaborates with her clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help them achieve financial success. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, they will identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed. Cecilia holds her Series 7 and 66 licenses.

Cecilia graduated from Lady Shri Ram College with a Political Science degree. She currently resides in Glenwood, NY with her spouse of 16 years and 8 year old daughter. In her free time, she enjoys animals, reading, and loves meeting new people.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.

Check the background of this registered representative on FINRA’s BrokerCheck