ASSOCIATE 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 has had a busy start to 2023 and can’t believe the first quarter is already coming to a close. She was able to host one of her best friends from college who she hasn’t been able to see since before the pandemic. She is also looking forward to some potential upcoming trips to other friends on the east coast. Sydney was recently able to pick up her first finished piece of pottery from the studio and is looking forward to improving her skills over time! Sydney decided to dedicate 2023 to trying new things and so far she has attended her first Broadway show, tried sushi, learned how to use BART and Muni, and joined a pottery studio. She is looking forward to continuing to try new things the rest of the year – next up is her first ballet performance.