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Cynthia Anne Flannigan

Mainstreet Financial Planning, Inc.

Los Gatos, CA

CRD 7029117

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Employer firm

Mainstreet Financial Planning, Inc. CRD 123189

350 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars
  • TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Mainstreet Financial Planning, Inc.

236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-20
DC RA APPROVED 2019-01-28
MD RA APPROVED 2018-10-29
CA RA APPROVED 2018-10-26
VA RA APPROVED 2018-10-26
  • NY RA
    APPROVED
    Since 2021-12-20
  • DC RA
    APPROVED
    Since 2019-01-28
  • MD RA
    APPROVED
    Since 2018-10-29
  • CA RA
    APPROVED
    Since 2018-10-26
  • VA RA
    APPROVED
    Since 2018-10-26

Branch Locations

236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evercore Wealth Management San Francisco CA 12/2012 09/2018
Mainstreet Financial Planning, Inc. Burlingame CA 10/2018 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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Nearby Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY

Nearby Offices

STRATEGIC ADVISERS LLC · LOS GATOS, CA
J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA

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