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Cynthia Healy: Stopping Financial Elder Abuse

166 Carmelito Avenue, Monterey, CA 93940 (Map) (Set as Local)
831-655-3716 - Main Phone Number

Cynthia Healy: Stopping Financial Elder Abuse Monterey California

Hours of Operation
Day Open Close
Monday: 8:00 am 5:00 pm
Tuesday: 8:00 am 5:00 pm
Wednesday: 8:00 am 5:00 pm
Thursday: 8:00 am 5:00 pm
Friday: 8:00 am 5:00 pm

Mailing Address:
166 Carmelito Avenue,
Monterey, MA 93940

831-655-3716 - Main Phone Number

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, 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 television and radio and her work has been featured in several magazine articles.
Cindy's recent speaking engagements include the National Conference of the Society of Certified Advisors in August 2019 and in 2015, the Elder Justice Summit in March 2018, and the Monterey Public Library's 2018 series on financial abuse. Her outreach includes presentations to those in specific professional service industries such as bankers and Realtors.
She has lent her skills as a treasurer for a number of non-profits including chapters of the American Red Cross, the Boys & Girls Clubs and the United Way. Cindy has also served on the board of directors for the Alliance on Aging, Coastal Kids Home Care and Goodwill Industries. Cindy is a Certified Public Accountant, a Certified Fraud Examiner and a Certified Senior Advisor.

Services Offered:
Financing & Loan Institutions
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