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About Cynthia Duncan
Cynthia Duncan is a Senior Financial Advisor with extensive experience in banking and finance, including roles at Citibank and Charles Schwab.
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Cynthia Duncan is a seasoned Senior Financial Advisor who began her career at The Portola Group in Menlo Park after earning a Bachelor of Science in Accounting from Santa Clara University. She has held significant positions in the finance sector, including Branch Manager at Citibank and Vice President & Branch Manager at Charles Schwab. Currently residing in San Jose with her husband, Matthew, and their three children, Cynthia is also an active member of Summitry’s Philanthropy Committee, contributing since its inception.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.
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