Cindy P. Pollack joined Castle Wealth Management in April 2023 as a Financial Planner and Certified Public Accountant (CPA).
Cindy earned her Bachelor of Business Administration in Public Accounting from Pace University in New York City and is a New York-licensed CPA.
She has worked in the financial services industry for more than 35 years in New York and Florida. She started her public accounting career at Blumenkrantz & Co. (formerly Levenson & Nemerovsky, CPAs) then moved to R. F. Lafferty & Co., Inc. where she served as the Director of Financial Operations. After leaving R. F. Lafferty & Co. in 2001, Cindy held several positions that included providing general accounting services and tax planning for high-net-worth individuals and business entities; coordinating and reviewing all aspects of domestic and foreign tax compliance and research for financial services clients; and tax compliance and planning for hedge funds, investment partnerships, and private foundations.
In 2019, Cindy moved to Florida and expanded her reach in the financial services industry by joining Edward Jones as a financial advisor. She then moved to Ameriprise before joining Castle Wealth Management.
Cindy is passionate about partnering with clients to help them attain their long-term financial goals and is also pursuing her CERTIFIED FINANCIAL PLANNERTM designation.
She is actively involved in many meaningful organizations, such as the American Heart Association, Jewish Federation of Palm Beach County, Herizon (Jewish Women’s Foundation), Women’s Chamber of Commerce of Palm Beach County, Executive Women of the Palm Beaches Foundation, Inc., and Stockings with Care. These organizations fulfill her philanthropic need for giving back.
Cindy is also a proud mother and nothing is more important to her than her son and family who reside in New York, South Florida, and Israel.