Sydney Kovacs, CFP®

Advisor

 
  • I love being a part of a team that values collaboration, compassion, and finding the best solutions for our clients.

  • I am a total people person. I’m great at breaking down concepts and articulating them in a way that is easy to understand.

  • After work I enjoy coaching high school lacrosse and practicing yoga.

  • -University of California, Santa Barbara, B.A. Global Studies

    -CERTIFIED FINANCIAL PLANNER™ (CFP®)