Cyndy Montgomery, CFP®, CPA

Wealth Advisor

Cyndy Montgomery is a Wealth Advisor at Strata Wealth Advisors. She helps individuals and families navigate the confusion and complexity they face when managing their wealth. Cyndy applies the Strata Wealth 360 Planning Process® to help clients fully explore, understand and develop their vision, values and goals. She then coordinates with their team of advisors to optimize their financial planning and eliminate any coordination gaps.

Cyndy is a veteran CERTIFIED FINANCIAL PLANNER™ practitioner with over 20 years of professional experience advising clients in the areas such as wealth management, financial planning, and retirement planning.

Cyndy started her career as a financial analyst and a senior auditor for a large public accounting firm where she earned enthusiastic respect from her peers and gained tremendous knowledge in finance and leadership. In January of 1999, Cyndy founded Red Oak Financial Group, an independent financial advisory firm. She is a former member of the prestigious Resource Group, an invitation-only, nationwide network of the top 200 financial planners within Lincoln Financial Advisors Corp who have chosen to join together to leverage their intellectual capital for the benefit of their clients.

Cyndy is a multi-year recipient of the Best Financial Planners in Dallas award in D Magazine including 2020, 2019 and 2018. She is a member of the Financial Planning Association and a former member of the Board of Trustees for Girls Incorporated of Metropolitan Dallas Foundation. She attended the University of Arkansas and graduated with high honors earning a Bachelor’s degree in Accounting. Cyndy received a Master of Business Administration degree with a Financial Services emphasis from the University of Dallas.

Cyndy is happily married to her husband, Don, and together they like to travel to new locations each year. She has made her home in Dallas for more than 30 years.

Areas of Expertise

  • Comprehensive wealth planning
  • Retirement income planning
  • Investment management