Soundview Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Cynthia Schmiedeknecht

Cynthia Schmiedeknecht

Financial Advisor

Chartered Retirement Planning CounselorSM
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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

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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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