About BND Wealth Planning
While working at three broker/dealer firms over a 10 year span, all our clients were high and ultra-high net worth individuals. A lot were couples, and the one making the financial decisions was usually the man. They all had established careers and a large amount of existing wealth. Access to financial advice was easy and money was never a problem.
Brand New Day Wealth Planning was created to provide the same level of service, education, and advice to women and couples through all stages of life (first-generation Americans, young professionals, new couples, and young families) who need and want it, regardless of asset size. We are advice-only, meaning we do not manage assets so there are no account minimums. We are located in Los Angeles, but we can work together from anywhere in the United States.
If you’re ready to get real about your finances, learn without being judged, and work with someone who will put your interests first, you’ve come to the right place.
About Cyndi Jabr, CFP®
Thank you for being here! This firm has been on my mind and in my heart since 2019, and I’m excited it has finally come to fruition.
I have been in the financial services industry in some capacity for 17 years. I worked through college as a teller, and after college I was a Personal Banker, turned Relationship Banker, and eventually made my way into wealth management in 2013.
Through my time at JPMorgan Securities, Merrill Lynch Private Bank, and UBS Financial Services, I gained invaluable experience working on large teams managing billions of dollars in assets under management. I held the Series 6, 7, 65, and 66 licenses during this time. I became a Certified Financial Planner® in 2016, after which I created Financial Plans for both new and existing clients and oversaw our team’s operations.
I enjoyed what I did, but I wasn’t feeling purpose. Earning the CFP® credentials solidified that I was passionate about helping people through financial planning, but I didn’t want to be limited in who I could work with. I wanted to help people build and preserve their wealth, regardless of their current financial situation.
A few years, a couple of babies, and one year off from work (thanks to my wonderful and supportive husband) later, I took the leap and created Brand New Day Wealth Planning. I want to help women create their financial roadmap so that they can lead their lives with confidence and joy.
This is my brand new day.
