John Cindia of LifeStages Advisory works with closely held businesses, as well as affluent and high net worth individuals in the areas of tax, financial, wealth, insurance, and retirement planning.
John’s breadth of experience has ranged from vice president of marketing for a Fortune 500 insurance company to running his own certified public account (CPA)/financial planning practice for affluent and high net worth clientele since 1984.
John’s practice has always assisted clients with tax-efficient financial planning. In 1994, John became securities and insurance licensed to further assist clients with tax-advantaged retirement planning and tax-efficient investing for wealth accumulation purposes. Since 2000, investment management, retirement, and insurance planning has become a significant area of concern for aging boomers and John has adapted his concentration in these areas to accommodate client needs.
John graduated from the University of Akron in Akron, Ohio, with a bachelor’s degree in accounting. In 1984, John became a licensed CPA in Ohio and later became licensed in the states of North Carolina and Florida as clients relocated. John studied to obtain the Personal Financial Specialist designation through the American Institute of CPAs (AICPA). John has also acquired the Series 6, 7, 24, 63 and 65 securities licenses; and life, health, disability, long-term care, and property/casualty licenses. He also has CPA affiliations with the American Institute of CPAs (AICPA), Florida Institute of CPAs (FICPA), North Carolina Association of CPAs (NCACPA) and Ohio Society of Certified Public Accountants (OSCPA), in addition to the Society of Financial Service Professionals.
Sherri obtained her BSBA from the University of Akron. She has over twenty years of experience in public accounting. She specializes in small business accounting and payroll. Sherri also prepares individual, business and estate income tax returns.
Catherine works in the practice as the Office Manager. She is responsible for all client contact, billings, and is the event coordinator for all of our meetings, workshops and client appreciation functions.