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Cynthia Mogensen

Chief Compliance Officer at Save Advisers, LLC
Spring, Texas, United States
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Cynthia Mogensen

Chief Compliance Officer at Save Advisers, LLC
Spring, Texas, United States
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Cynthia Mogensen is an experienced finance professional with a focus on investment management and compliance. She earned a Bachelor's Degree in Finance from the University of Houston and achieved an impressive 3.73 GPA in her Associate's Degree in Liberal Arts and Sciences, General Studies, and Humanities from Lone Star College System. Cynthia has worked extensively in the wealth management industry, starting as a Registered Assistant at GFS Wealth Management and then at C.W. Adams & Company, Inc. before joining Harman Wealth Management, where she served as both a Wealth Manager and Registered Assistant. Currently, Cynthia Mogensen is the Chief Compliance Officer at Save®, where she works with a team of investment professionals. Save is a unique service that eliminates fees and taxes where feasible, aiming to provide customers with higher returns and a lower risk to capital compared to any other investment product in the US market. Cynthia's commitment to putting clients first is evident in Save's customer-centric principles, which dictate that Save's customers never pay fees if the company fails to deliver on its promises.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.