Focus Financial Network, Inc. -
 

 
Cyn Eells, CFP®    

563 Bielenberg Drive, Suite 245
Woodbury, MN 55125
Direct: 651 379-4801
Office: 651 379-4803
Fax: 612 486-6899
Toll Free: 877 379-4801
   
Email: ceells@focusfinancial.com
   
Map and driving directions
 
 
 

Serving as Financial Traveling Companion to American Professionals at Home and Abroad.
 
 
Education
 
Security Registered in: Minnesota, California, Florida & Washington
Series 7 – General Securities Representative
Series 66 – Uniform State Securities and Registered Investment Advisor

Insurance Licensed in Minnesota     
Life, Health and Disability, Long Term Care

University of Minnesota
Bachelor of Science, Human Ecology, Design
 
Professional Memberships and Community Involvement
University of Minnesota Alumni Association (UMAA), Lifetime Member
 
Financial Education volunteer for UMAA, private organizations & business associations.
 
Finance Chair (2003 – 2005)
National Association of Women Business Owners- Minnesota Chapter
 
Business Background
 
Financial Advisor – December 2001 (Focus Financial)
 
Finance and Insurance – 17 years
(Lutheran Brotherhood, Prudential, Waddell & Reed, Focus Financial)
 
Operations, Account and Project Management – 9 years
(University of Minnesota, Pink Business Interiors, Valli)
 
Personal
 
Residence – Saint Paul, MN
Family – Married with two daughters
Hobbies – yoga, reading, gardening, ethnic restaurants, music, movies, friends and family
 
Awards
 

*As seen in the Mpls St. Paul Magazine and Twin Cities Business.  Click here to learn more.
Services

Mission


My mission is to serve as your financial traveling companion to, through and beyond your goals. To assist you and your loved ones in creating the life you want by streamlining options for your review and implementing your decisions.

I provide comprehensive and proactive financial planning services, including, but not limited to:

  • Investment selection and management.
  • Designing, with your CPA, cross-checked, tax-efficient cash flow and investment strategies.
  • Retirement cash flow planning.
  • Awareness of deadlines and contribution limits for retirement accounts and required minimum distributions.
  • Life, health, disability and long-term care risk management.
  • Maximize retirement and insurance benefits offered by your employer, including 401k allocation. 
  •  Will and trust issues, then working with your estate attorney to provide seamless implementation.


Ongoing Service Policy

  • We meet at a minimum once per year for a comprehensive annual service appointment.  In addition, we will be in contact via phone or e-mail throughout the year as different issues arise.
  • We update your financial information annually prior to your service appointment.
  • Three items are reviewed at your annual service appointment:
  1. Portfolio Rebalancing – taking into account all the information provide to us prior to your service appointment.
  2. Goal Tracking – an assessment of your progress toward your goals.  This assessment is based on the information provided to us prior to your service appointment.
  3. Annual Action Item List – A checklist of the items you will want to address over the year to maximize the financial opportunities available to you.


Fees

Initial consultation is complimentary and the purpose is to discuss the possibilities for an ongoing relationship, and  how best to structure payment for services.

 
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf

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Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered investment advisor.

Click here for state registrations.