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Cindy Pollack is a seasoned CPA and financial planner with extensive experience in the financial services industry. Currently serving as a CPA/Financial Planner since March 2024, Cindy previously worked as a Financial Planner at Castle Wealth Management and as a Financial Advisor at Ameriprise Financial Services, LLC, and Edward Jones. Prior roles include serving as a Financial Advisor trainee at Edward Jones, CFO for a self-employed business, and FSI Senior Tax Manager at Deloitte Tax LLC. Cindy held the position of Director at RSM McGladrey and the NYS Society of CPA's and was the Director of Financial Operations at R F Lafferty & Co. Cindy holds a Bachelor of Business Administration in Accounting from Pace University.