Cinthya Castellón, Planning Coordinator
Cinthya earned her B.A. in Anthropology and Sociology from Florida International University. She had the opportunity to study various cultures, countries, and the individuals that they are comprised of and there tends to be a constant theme: the desire to spend time in unique and meaningful ways, to impact those around, and a desire to spend time on what really matters.
Unfortunately, the complexities of our culture have a funny way of sidetracking us. The intricacies of managing day to day life have a way of spending our time whether we realize it or not. As financial professionals, people are often surprised to hear us say that time is your most important asset, not your money. Cinthya and her husband AJ have partnered with Axial Family Advisors and actually developed the concept of Your Personal CFO in order to help our clients manage their money, so that they are free to spend their time on what truly matters to them without sacrificing their long term goals.
Cinthya’s first and foremost role with Axial Client Families is to oversee and direct the implementation of the clients plans. Often this involves liaising between our clients, our experts, and any institutions that may be involved in the day to day finances of the clients, as well as holding the entire team accountable for effective implementation. In addition, she is also responsible for client service, host protocols, and the creation of the client progress reports.