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166 Carmelito Avenue, Monterey, CA 93940
Work hours
MO 08:00 – 17:00 SA closed
TU 08:00 – 17:00 SU closed
WE 08:00 – 17:00
TH 08:00 – 17:00
FR 08:00 – 17:00
About Cynthia Healy: Stopping Financial Elder Abuse
Seniors are prime targets for financial predators because they hold the greatest share of the wealth and are the fastest
Growing segment of the U.S. population. Most seniors are not aware of some of the common financial scams used by criminals.
Cynthia Healy knows how to stop financial elder abuse and educates others how to protect themselves and their loved ones.
Cynthia teaches simple steps for awareness and protection from caregivers or family member theft, to scams, to potentially risky financial decision reverse mortgages.
Description
With fifteen years of service as a trustee, Cindy Healy knows how to stop financial elder abuse and works to educate others about the same.
A CPA for over thirty-five years, Cindy has long recognized the need to lend a voice to seniors and others not able to speak for themselves, whether it be in management of their money, health, home or family relations. As a trustee, she combines oversight of her clients’ finances with advocacy for the individuals she serves.
Cindy has made it her ongoing mission to educate others how to protect the elderly from crimes of financial abuse and to help families successfully navigate the path forward through the aging process.
She began her career as an accountant and learned first-hand the frequency of financial crimes targeting seniors, the challenges of successful prosecution and the great toll – far beyond financial – on those victimized.
In 2003, Cindy formed Security Financial Advisors, a company she designed to combine the fiduciary duties of a trustee with the personal intervention necessary to preserve the senior’s independence. Furthering her goal to increase awareness, in 2014 Cindy created GoGrey.com, an online resource to provide education about the crimes of elder abuse and inspire the public to better protect seniors.
As part of her ongoing goal to educate and to bring to light crimes of financial elder abuse, Cindy works closely with law enforcement, government agencies and the public. She has served as an expert witness on embezzlement and other financial fraud cases. Additionally, she has testified as a forensic expert and advisor in civil court cases. She was appointed by Adult Protective Services to serve on its Financial Abuse Services Team, which was formed to improve investigations and interventions on behalf of those victimized.
Due to her legislative advocacy, Cindy was included in a documentary film shown to Congress regarding financial abuse of seniors. She has been interviewed on both televisi
Founded
2003
Products
elder abuse, elder financial abuse, Cynthia Healy speaker, stop financial elder abuse, certified fraud examiner, Cynthia Healy CPA, Fiduciary for seniors, Trustee for seniors, financial abuse of seniors, Certified Senior Advisor, financial crimes, theft from seniors

Finance in Monterey, United States

Financial Planning 2 Bank/Financial Service 1

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