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.

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 is currently serving as the 2022 Director of Technology for the San Francisco Chapter of the Financial Planning Association (FPA). In her role as Director of Technology she is responsible for running smooth virtual meetings and is working on streamlining the chapters member database.

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: The last couple of months have been filled with new work experiences for Sydney! She attended two financial planning conferences and is looking forward to attending a third in August. Sydney also recently celebrated her one-year anniversary at Yeske Buie!