Cindy DersoPartner
Phone: 770-971-4142 For more than 20 years, Cindy worked in consulting helping Fortune 500 organizations manage the human landscape around major corporate changes. That job involved lots of travel and dealing with corporate bureaucracies that, over time, did not prove personally satisfying. Cindy wanted to pursue a passion where her expertise made a difference to individuals and their families. The decision was made, and in January 2000, she began her career in financial planning. The consulting skills she learned helping individuals adapt to major change, has served her extremely well in her current position. Along with her partners, their firm, Proactive Wealth Strategies, prides itself on helping their clients' achieve life-long financial goals. Cindy is a single mom of a wonderful, teenage daughter, Molly. They reside in Roswell, Georgia. ![]()
![]() |
||
|
Registered Representative of, and securities, advisory services and insurance products through INVEST Financial Corporation (INVEST), member FINRA /SIPC, a registered investment advisor and affiliated insurance agencies. INVEST is not affiliated with other entities referenced. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. INVEST Financial Corporation’s Privacy Policy Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. |
||