The Professional Me
Cynthia is a Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) and holds a Certificate in Investment Performance Management (CIPM). She joined Return on Life® Wealth Partners in 2012 as a wealth advisor where she brings deep knowledge, insight, and expertise in equity valuation, independent investment research, risk management, and portfolio performance attribution analysis to our team and our clients.
Cynthia leads the firm’s Investment Committee where she is responsible for conducting investment due diligence research and constructing, reviewing and adjusting our ROL Strategic Portfolios on a regular and timely basis. This includes:
• Due diligence research on investment vehicles to identify opportunities to potentially enhance investment returns while managing market risk,
• In depth research on various investment vehicles, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), and
• Tax-loss harvesting strategies to help manage investment tax exposure, and providing personalized financial and investment recommendations.
Prior to joining Return on Life® Wealth Partners, Cynthia was a tutor for three years at the University of Adelaide Business School in Australia. She earned her Bachelor’s degree in Management at Beijing Wuzi University in 2001 and received her Master of Finance and Accounting from the University of Adelaide in 2008.
Cynthia is a member of the Golden Key International Honour Society and serves on the Finance Committee on the Board of Directors for the Girls Scouts of North East Ohio.
Professional Designations & Credentials
- Chartered Financial Analyst® (CFA®)
- Chartered Alternative Investment Analyst (CAIA®)
- Certified in Investment Performance Management (CIPM)
- Master of Finance and Accounting
- Life & Health Insurance licenses
The Personal Me
Helping clients understand complex financial principles and strategies comes naturally to Cynthia. While in Australia pursuing her Master’s degree, she tutored undergraduate students in various courses for three years. “It was so rewarding to see my students grasp complicated principles once they were explained in simple language, using examples they could relate to from daily life. It’s even more rewarding to help our clients simplify their complex challenges.” Cynthia embraces challenge whether she’s scuba diving at Australia’s Great Barrier Reef, planning a trip to the Maldives, or cooking the traditional Chinese recipes she grew up with—just don’t ask this lover of cooking, art, and photography to sit down and watch a football or baseball game—it’s not happening.
Little known fact: Cynthia met her husband Eric in Beijing, China, was married in Adelaide, Australia, and now lives in Orange, Ohio with their daughter, Gloria.
