Join the RRC Chamber for lunch and surround yourself with successful and driven business leaders while hearing from inspiring female innovators. Special thanks to our Presenting Partners: Beaumont & First State Bank.
2022 Theme Wise Women & Money: Taking Control of Your Financial Future!
Cindy Couyoumjian’s greatest passion is bringing dynamic investment strategies to her clients to customize each portfolio aimed to address the transitions in one’s life, while staying abreast of the ever-changing economic landscape. She understands that no single approach is the right one for every investor. Her 36 years in the industry have provided her experience, knowledge, and numerous securities licenses: Series 6, 7, 22, 24, 26, 31, 63, 65, and California Insurance License #0719038.
Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities.
With a focus on business owners, she can help with employer-sponsored plans, business succession, and all aspects related to retirement planning. She has spent the last two decades helping businesses set up their infrastructure. With extensive knowledge in providing IT solutions, financial applications, and data management, she brings a level of expertise that is hard to find in our industry. She has owned several businesses and is well-versed in running the day-to-day operations involved in moving our company forward. She used her business background and expertise to help start and grow Rochester Wealth Strategies.
Kelly strives to provide information to her clients so they will gain an understanding of how estate plan documents can help during their lifetime and GREATLY assist family and loved ones when they need to step in because of incapacity or at death. She says, "My estate planning practice is rooted in the belief that by taking a little time now to plan ahead, you not only help yourself, but inevitably you help your family and loved ones. Your proactive approach to thinking about the future, allows for those you leave behind to have a roadmap with directions you wrote to guide them when they will need it most."
*The Law Office of Kelly T. Braun, PLLC is not affiliated with the Rochester Regional Chamber of Commerce, Rochester Wealth Strategies, Cinergy Financial, BeneBiz Plus, Beaumont, or First State Bank.
