View in portrait for best experience

Cynthia Kirkpatrick

Senior Advisor

CPA, CFP®

Moneta Senior Advisor, Cynthia Kirkpatrick, contributes her skills and over 15 years experience in the financial services industry to helping clients manage their financial lives. She strives to relieve clients’ feelings of worry about their finances by breaking things down and identifying the right thing to do in order to develop a plan for financial success.

Cynthia earned her B.S. in Accounting and Mass Communication from Lindenwood University in 2000. Prior to joining Moneta, she spent five years in public accounting at RubinBrown and nine years performing financial and regulatory reporting at Edward Jones. Looking to incorporate more of the ‘services’ aspect of financial services and interact on a deeper level with clients, she joined Moneta in 2013.

Moneta’s commitment to client-centered practices and ‘Raving Fan’ service, combined with the diverse talents of its workforce, made it the perfect place for Cynthia. She enjoys being part of a team dedicated to providing client’s service beyond their expectations and helping them achieve their financial goals.

In her free time, Cynthia enjoys the chaos that comes with raising three young children. She is a dedicated soccer fan, as a player, coach, and spectator. She dreams of one day seeing Chelsea and Manchester United square off in England. Cynthia lives in Des Peres with her husband and children.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – January 2025

Monthly Recap – January 2025

February 10, 2025

Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...

Buying Property Abroad:  What You Need to Know 

Buying Property Abroad:  What You Need to Know 

February 7, 2025

Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...

Move Fast and Break Things

Move Fast and Break Things

February 4, 2025

Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...

Should You Buy That Yacht in Retirement?

Should You Buy That Yacht in Retirement?

February 3, 2025

The third age of retirement: enjoying retirement.  The call of the ocean. A lot of us hear it, bu...

VIEW ALL ARTICLES

Let’s make every moment count together…