Cynthia Luna

As a financial advisor with Edward Jones, I partner with my clients to help them create, retain and manage their wealth. I take the time to truly listen to my clients’ stories and ideas about life and money. Our relationship is a partnership, and I value the trust that they have granted me.

With the support of my Senior Branch Office Administrator, Leticia Hernandez, we use an established and collaborative process to build financial strategies designed specifically to meet our clients’ needs and goals. We begin by gaining a thorough understanding of their values and beliefs around money. Once the strategies are in place, we maintain open communication with our clients to ensure that, as their lives develop, we modify their strategies accordingly. To provide a comprehensive service, we regularly collaborate with clients’ CPAs and attorneys, always respecting confidentiality.

The relationships we have developed with our clients are at the heart of our business. We serve an exceptional group of emerging and established professionals who place a high value on time efficiency and relationships. We build tax- and risk-appropriate investment strategies that maximize their welfare and the welfare of their loved ones.

I am registered in multiple states and can serve clients where they are located and where they move. I am a native Texan but spent my early career in California and will always cherish my connection to Los Angeles.

Outside of the office, I am an active member of the local Chambers of Commerce and volunteer with Mentors Care with Red Oak High School. In my free time, I enjoy yoga, strength training, reading and culinary experiences.

To learn more about the benefits of partnering with someone who is dedicated to helping you meet your goals and values your time, contact our office today. We look forward to meeting you.