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, Cindy 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, Cindy 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, Cindy
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.
Cindy 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 Pulbishing Co.), now in its second edition.

Cindy is a passionate advocate of education for families and has presented hundreds of pro-
bono 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.
Cindy lives in Belmont, MA, 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.