Cindy Engelman manages our new business department at Secure Money Advisors.
She works with our new clients after they meet with our financial advisors to assist them in completing all the necessary paperwork associated with each new account. She oversees all new business to ensure the process is completed quickly and accurately.
Cindy also works with our existing clients when they decide to move funds or make a new investment. If you need a status update on your account, want to make a change or withdraw funds, you’ll want to contact Cindy.
A Pittsburgh native, Cindy has an associate’s degree in administrative management from the Community College of Beaver County. A 20-year stint at a group purchasing company prepared her well for her role at Secure Money Advisors, which she joined in 2015.
Cindy lives in Cranberry Township. She has a son, daughter-in-law and a granddaughter, who live too far away in Florida. Cindy loves spending time with her family and friends as well as gardening and just chilling after a typical busy day at Secure Money Advisors.