The Orange County Business Journal 2022 List of Distinguished Leaders in Wealth Management 2022
November 7, 2022 – Cindy Couyoumjian’s most recent accomplishments could not have happened without years of painstaking research, intuitive breakthroughs, and the enduring belief, singular in its capacity to forge ahead, that she will inspire Americans to improve their financial literacy.
Couyoumjian’s recent accomplishments include the publication of two bestselling books. Her first book, Redefining Financial Literacy, became an Amazon best-seller, as well as a Wall Street Journal Best-seller. Her second book, The Rise of Women and Wealth, published August 30, 2022, is already a USA Today, Wall Street Journal, and Amazon best-seller.
The theme of Couyoumjian’s latest book is that women have historically been marginalized, ignored, dismissed, and reduced to a historical footnote. Despite these unimaginable challenges, women have already made extraordinary progress. Today, women are part of a financial revolution that will change everything.
In addition to publishing best-selling books, Couyoumjian is also the architect behind her potentially flexible, innovative, and customizable multi-asset class investment portfolio – known as The REALM® Model. If that’s not enough, Couyoumjian is finishing up her third book on the silent retirement crisis in America.
About the list
OCBJ Distinguished Leaders – Wealth Management 2022
A professional wealth management advisor does more than advise you regarding how to invest your money. He or she – and the financial institutions they represent – can prepare your entire family for financial stability and fiscal comfort for generations to come and offer highly personalized plans for investing charitable giving, and other specific needs.
Congratulations to the trailblazing professionals who made this list. Thank you for your contributions to the local economy and the financial stability of the individuals and families that live here.
Methodology: Profiles were drawn from nomination materials submitted to the Orange County Business Journal. Those selected for inclusion were reviewed by the editorial department for inclusion.