Soundview Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.


Advisors

Cynthia Schmiedeknecht

Cynthia Schmiedeknecht

Financial Advisor

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Dan Campbell

Dan Campbell

Private Wealth Advisor

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Clinton Campbell

Clinton Campbell

Financial Advisor

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Paige Mcdonald

Paige Mcdonald

Financial Advisor

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Team

Heidi Schmitz

Heidi Schmitz

Client Service Manager

Qualifications

  • Financial Assistant 2003-Present
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Soeun Mangkornkeo

Soeun Mangkornkeo

Client Relationship Manager

Alyssa Konishi

Alyssa Konishi

Administrative Assistant