Financial Advisor Cynthia Helman

Cynthia Helman - RFC® CFS®

Less Stress More Enjoyment
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Independent Financial Advisor

About Cynthia

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Cindy enjoys being active in her church and community. She has served many non-profit organizations over the past 20 years. She was recently honored with a Distinguished Alumni Award from the OACC. Her hobbies include travel, gardening, spending time with family, and golfing.


Cindy Helman earned a Bachelors Of Science Degree in Business Administration with Dual Majors in Finance and Accountancy from Wright State University in 1990. Cindy earned the industry designation of Certified Fund Specialist in 1997. Cindy holds FINRA Series 6 and RIA licenses. She also holds a Life, Health and Annuity licenses in the state of Ohio.


Cindy has been honored by Money Concepts by qualifying for The Millionaires Club. She has also received awards from various insurance carriers for sales performance.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Cynthia Helman is an independent contractor of Money Concepts

note: Courtview Financial Group, LTD is an independent firm and not affiliated with Money Concepts

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