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FINANCIAL PLANNER
Cicely Jones
Cicely Jones is a CERTIFIED FINANCIAL PLANNER™ professional who started her financial planning career in 2016. She specializes in financial planning for high-earning professionals who don’t consider themselves rich yet. Cicely was recognized as the top producer on her 25-person team in her first year and was the first woman in 20 years to reach the vice president level in her organization. She authored the book 'Financial Planning for Young Couples' in 2023 and has written extensively on topics such as budgeting, investing, and retirement planning. Cicely’s notable articles include 'How To Build Generational Wealth In 6 Steps' and 'How To Plan For The Financial Benefits And Challenges Of Being Single.' She graduated with honors with a degree in Economics from UC Santa Barbara before building her practice. Now, Cicely splits her time between San Francisco and New York City. Contact Cicely for insights on financial planning tailored for young professionals.