Diversity reboot
Senior Financial Advisor at Moneta and Founder of the She Lift Project
Cynthia Kirkpatrick, CPA, CFP® is a Senior Financial Advisor at Moneta. She’s also a podcast host, author, speaker, community volunteer, wife, and mother of three. No matter what hat she’s wearing, it’s her mission to help others break free from feeling stuck and overwhelmed. As a financial advisor and fiduciary, she partners with her clients to simplify the headlines, coordinate their advisors, and execute a comprehensive plan to achieve their financial dreams. In 2023, she and her husband launched the She Lift Project podcast. It features highly successful professional women talking about their path to the top, and the barriers they’ve overcome. Cynthia is grateful every day to live a blessed life with her three children and husband of 20 years. A life based on positivity, service, and growth.
