Cindy Haddad

As a compassionate and experienced financial planner, Cindy Haddad is dedicated to providing specialized financial guidance to families with members who have special needs. With a deep understanding of the unique challenges and considerations faced by these families, Haddad is committed to helping them navigate the complexities of financial planning with sensitivity and the expertise born of experience. Working as a Senior Vice President and Wealth Advisor at Sequoia Financial Group, Haddad firmly believes that caring for one another is at the core of our most valued relationships. She strives to build trust and foster connection. Specializing in comprehensive financial planning, Haddad goes beyond traditional financial advice. She understands that families with special needs members require a tailored approach to address their unique circumstances. Whether it's planning for education, healthcare, or long-term care, she excels in creating personalized strategies that aim to secure the financial well-being of the entire family. 

Haddad is a recognized thought leader in planning for families of individuals with disabilities as co-author of the bestselling book The Special Needs Planning Guide (Haddad/Nadworny, Brookes Publishing Co.), now in its second edition. Haddad is a passionate advocate of education for families and has presented hundreds of probono informational workshops, participated in panels and podcasts, and is quoted extensively in the media in industry publications. She is absolutely committed to empowering families with knowledge and resources to make informed decisions. 

Haddad lives with her husband and (in the summers) her two college-age children. She is actively involved in her church and local community and serves as an advocate for her older brother, Ron, who has disabilities. In her free time, she enjoys cooking, spending time outdoors, traveling, the arts, and having fun with her family.