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Cynthia L. Bong, CLTC, LUTCF

Cynthia L. Bong, CLTC, LUTCF

Cindy believes that by using her life experiences she can serve her clients as they develop a plan to prepare for life and living. She believes in listening to her clients to understand what their expectations and concerns are for the future.

Having raised a family and had the good fortune of seeing her mother live a long life, Cindy appreciates the role of insurance and proper planning and how they benefit families.

After entering the insurance industry in 1995 with prior experience in business management, Cindy established Cindy Bong Insurance Agency in 2000. She continued working with individuals to help reach their goals using strategies to accumulate and to protect their financial lifestyles. In January of 2014, Cindy joined Global Financial Group to enhance the process with added experience of the team approach.

Cindy has earned the Corporation for Long Term Care Certification (CLTC) as well as the Life Underwriters Training Council Fellow (LUTCF) designation. She holds Series 6, 63 & 65 securities registrations and is an Investment Advisor Representative of Royal Alliance Associates, Inc.. Active in her industry, Cindy has been affiliated with the National Association of Insurance and Financial Advisors (NAIFA) throughout her career, including serving as NAIFA Wisconsin President in 2005-2006 and receiving the A. Jack Nussbahm Distinguished Service Award in 2012. She has served on various advisory committees for the Office of the Commissioner of Insurance as well as organizations in her community.

Cindy and her husband Richard enjoy spending time with their children and grandchildren. They reside on Lake Keesus, 25 miles west of Milwaukee.