Cynthia Lapia is the Practice Manager for H. Nicole Mullinix, CFP®, CRPC®, MBA and Mindy M. Zatta, MBA, Private Wealth Advisors with the Financial Services Firm, Mosaic Wealth Consulting.
Cynthia has extensive experience in the areas of Investment and Insurance, New Business Processing, Trading and Investment and Insurance Account Services. She is responsible for introducing our clients to a level of client service that was previously reserved for Institutional Investors by focusing on three key ingredients in the client relationship.
1. What are the concerns that keep our clients awake at night worrying about?
2. What are the opportunities that keep our clients awake at night excited about?
3. What are the plans we can help put into place to help our clients sleep peacefully at night?
By implementing sound new business processes, adhering to consistent follow up and ongoing communication with our clients, Cyndy helps assist our clients towards achieving their financial goals and objectives as well as develop a client experience that is not just an exercise in “more” but rather is a relationship grounded in wisdom, integrity and maturity.
Cynthia currently holds the FINRA Series 7 (General Securities) and Series 63 (Uniform Securities Agent State Law) registrations with Lincoln Financial Advisors, Pennsylvania Insurance (Life, Accident, Health and Annuities) License, is a Registered Para Planner and recently earned her Certified Retirement Planning Consultant (CRPC®) designation. Cyndy graduated from Indiana University of Pennsylvania with a Bachelor of Science in Education.
Cynthia and her family reside in Collier Township where they enjoy many sporting activities such as soccer, fast pitch softball and basketball.