Cindy Gatlin, CDFA®

Cindy joined the San Diego offices of Aldrich Wealth in 2024 as a Senior Wealth Manager. Decades prior, her career in finance began at a CPA ‘Big Four’ firm. However, her passion for investments led her into the role of a Portfolio Manager with a top tier Wall Street firm.

Cindy works diligently with business owners, corporate executives, and high-net-worth families to gain a holistic comprehension of their portfolios. Her customized investment strategies are dictated by her client’s financial goals. In conjunction with her team, she specializes in portfolio management, taxation mitigation, estates & trust management, and business sale strategies (M&A).

Cindy is a recipient of the San Diego Business Journal’s 2020 Women in Finance award, has received Baron’s Top Private Wealth Management Team award, and has been recognized as a Top Wealth Manager in Texas for three consecutive years beginning in 2012. She is a Board member and executive committee director with the Association for Corporate Growth (ACG), which focuses on driving middle-market growth. Her other activities include being a member of the executive committee for the San Diego Estate Planning Council and a seven-year member of Provisors, a premier national networking organization exclusively for trusted advisors. She earned an Honor Bachelor of Arts from Western University (London, Canada) and a master’s in accounting from the University of Southern California. Her other accreditations include Certified Divorce Financial Analyst (CDFA), Certified Charitable Trust Advisor (CCTA), Series 7 & 66.

Outside of work, she enjoys playing chauffeur to her daughter, hosting gatherings for family and friends, and has traveled to 62 countries.