Cindy Alvarez
Hello 👋🏼 I'm Cindy. I work with a diverse group of clients to help navigate complex financial decisions by offering personalized financial and tax planning strategies. I help with decision-making when it comes to the more simple tasks of how to fund home down payments, when to take Social Security, how to exercise stock options, when to sell a business, and how to financially navigate divorce. There are more complex tasks that require tax and estate planning strategies where private market investments come into play.
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I cultivate strong relationships with my clients by actively listening to their needs then applying recommendations through planning. Trust is vital, and I’m committed to collaborating closely to help bring confidence and help clients achieve their financial goals.
Littleton, Colorado
Our Team
Cindy and Janelle have been colleagues for four years and joined Savvy with a shared vision to build a client-focused business. Janelle brings a wealth of experience from OppenheimerFunds and Morgan Stanley, specializing in investment strategy and portfolio management. Meanwhile, Cindy comes from boutique advisory firms where she emphasizes high-touch service and solves complex financial challenges for a diverse range of clients. Together, they form a powerful team committed to guiding clients of all sizes toward achieving their financial goals through life's various curveballs.
Janelle Van Meel
“While investments are an important aspect of what we do, the true value comes from earning my clients’ trust—especially in times of uncertainty. It’s both a pleasure and an honor to be the first person my clients turn to when life takes an unexpected turn.”
Michaela’s published work
Market Updates & Economic Outlook
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How can I help?
Tax Optimization
Financial Planning & Analysis
Investing for Women
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Cindy.
Get to know Cindy
Cindy Alvarez approaches each workday with a clear purpose: to help clients access the wealth management resources they need to align their financial priorities and help achieve their goals. She is passionate about delivering innovative, results-driven strategies tailored to each client's unique situation.
Though many clients initially seek help with asset management, Cindy quickly demonstrates that her approach goes far beyond simply managing investments—she strives to invest in her clients' well-being. By building strong, trusting relationships, Cindy takes the time to understand each client's life goals and crafts wealth management plans that reflect those aspirations. Whether she's helping grandparents secure a legacy for their grandchildren, presenting tax-efficient investment options to high-income earners, or guiding individuals through the impact of market fluctuations on their portfolios, her focus is always on adding value to their financial journey.
Communication is at the heart of Cindy's work. Drawing on her extensive background in marketing and communications, she blends her investment experience with a commitment to keeping clients informed and engaged. From the initial onboarding process to regular reviews and ongoing check-ins, Cindy ensures that strategies remain aligned with clients' long-term goals, adjusting as life circumstances evolve.
A key part of Cindy's success is her role in building and mentoring a high-performing team. She provides strategic leadership to fellow advisors and is deeply involved in fostering the professional development of the firm's staff. Cindy strongly believes in the power of a multi-generational team to offer diverse perspectives and enrich the client experience.
Outside of her professional life, Cindy is dedicated to her family. She cherishes spending time with her two children, who each live on different coasts, and enjoys traveling with them to explore the great outdoors through hiking, camping, and experiencing the beauty of the mountains.
Book a 30-min introductory call with Cindy.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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