Cynthia Oliver, CFP®

Client Service Administrator


PA_Bio_Insets_CindyOCindy Oliver joined  the  Planning Alternatives team  in 1982 when she became the Office Manager and Client Service Administrator for high net worth clients.  Within two years Cindy was amongst the first in the financial services industry to obtain a Financial Paraplanner® designation  from  the College for Financial Planning.  She also holds the Certified Financial Planner® designation. Using her knowledge from over 40 years of experience in the industry combined with her affinity for people, Cindy is able to successfully assist clients with many complex issues.  Cindy is also a member of the Financial Planning Association and is actively involved in various local charitable organizations including Variety, the Children’s Charity and The Michigan Humane Society.

Describe one thing you loved growing up:
I loved all the friendships I made. I’ve maintained many of them to this day!

Describe the longest road trip you’ve been on:
It was a road trip to Hilton Head, South Carolina. I originally thought I was going to fly but found out later on that it was going to be a road trip. For one reason or another, it turned out to be a long journey – and a fun one at that. What made the trip so memorable was being able to fully experience the beauty and uniqueness of each state along the way.

Who is the most influential person in your life?
My Aunt, Anne Walton is the strongest influence in my life. As I watched and observed her I realized at a young age that I wanted to be just like her. She embodied many admirable characteristics. She knew what she wanted in life and worked hard to accomplish her goals. She was a legal secretary and gave it her all at work every day. She lived her life to the fullest, enjoying music, dancing, Broadway shows and laughing. Funny, that’s just like me!

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