SYDNEY WOODWARD, CFP®

 

ASSISTANT FINANCIAL PLANNER

Sydney Woodward, CFP® holds a Bachelor of Science in Finance from Virginia Tech’s CFP® Certification Education Track. During her time at school, she was involved in the Financial Planning Association Student Chapter, where she was fortunate enough to attend conferences that allowed her to build relationships with others in the profession. She also worked with Virginia Tech’s Collegiate Women in Business where she organized networking opportunities for young women in her program. Sydney passed her CFP® Exam in March 2022 and earned the CFP® certification in August 2022.

During her last collegiate summer, Sydney interned at Clarendon Wealth Management in Arlington, Virginia. The summer was filled with professional and personal growth as she learned the basics of her profession – client meetings specifically sparked a renewed excitement for her career.

After graduating from Virginia Tech in 2020, Sydney moved to Illinois where she worked as a Financial Planning Associate at Ehlert Financial Group. The fee-based firm, which specializes in planning for families with special needs, gave her a new perspective on the profession, and solidified her passion for financial planning. While at the firm, she got to work with a diverse group of families and help them redefine the dreams and goals they had for their disabled loved ones.

Sydney served as the Director of Technology for the San Francisco Chapter of the Financial Planning Association and is currently serving as the Director of Pro Bono for the chapter.

In her free time, Sydney enjoys hiking, painting, and training her pitbull, Avery.

Client focus: Sydney believes that relationship building is the basis of a great financial planning experience. She is excited to meet Clients and assist them in maximizing their Live Big lives.

Current update: Sydney is looking forward to a new year full of new adventures and experiences! Sydney recently found herself behind a pottery wheel and fell in love with the art form. She is excited to start taking weekly courses to dive deeper into form of creative expression. Sydney continues to enjoy exploring San Francisco with her dog, Avery, who has “sniffed out” some new walking routes for the two of them. Sydney also just started her role as Director of Pro Bono for the San Francisco Chapter of the Financial Planning Association. She is looking forward to her work in this new role and excited to begin planning events for 2023.