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: Professionally, Sydney has been settling into her new role as Financial Planner and all the new opportunities that come with that! She has been enjoying the new energy from our recent hires, Rustin and Tim, and is proud to say she has the best shooting record with the mini basketball hoop in the office (which is impressive since both our new team members are basketball players!). She also attended a conference in Colorado as part of her role as Director of Pro Bono for the San Francisco chapter of the Financial Planning Association. Spending three days surrounded by industry leaders from around the country has provided renewed energy within her role and she is looking forward to introducing more pro bono initiatives to the chapter. In her personal life, Sydney has been enjoying the simple things that come with living in San Francisco. Her weekends have been filled with brunch with friends, reading at Golden Gate Park (when it isn’t raining), and lots of walks with her dog Avery.