The Dover Group is a full service financial planning firm that counsels high net worth families. While the majority of our clients are either retired or approaching retirement age, our team also works with families who have a child or young adult with an emotional or physical disability. Our sensitivity and compassion in helping families plan for their future is what differentiates The Dover Group as a company. We draw on our own personal experiences, as well as those of other families that have faced similar challenges.
Senior Financial Analyst, CFA, CFP®
Cindy grew up in a family where her parents were avid travelers. Their sense of adventure was contagious and inspired Cindy to explore the world outside of her hometown in China. The decision to leave was lamented during a trip to New York during her Junior year of college, she would continue her education in the states. After receiving her bachelor degree of Financial Management from Nankai University in Tianjin, China, Cindy attended Ohio State University, graduating in 2014 with a Master’s degree in Finance. From there, she travelled to Wellesley, Massachusetts where she joined the Dover Group team as a financial analyst. Her strong background in finance and impressive analytical skills have made her an integral part of the Dover Group Team. Cindy is a Certified Financial Planner (CFP®), as well as a Certified Financial Analyst.
Cindy enjoys spending time with her husband, Ricky, and planning trips with her family. Her favorite pastime is her and her husband Ricky, performing for their two cats at their home in Newton (Cindy on piano with Ricky accompanying on guitar).
Planning for you
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
Financial planning provided by Williams Advisory Services, LLC, a Registered Investment Adviser.
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