Optimal Wealth

Lucinda “Cindy” Chalmers

Cindy worked for the Digital Credit Union for many years. She then worked for the Acton School System before joining Optimal Wealth. Cindy enjoys interacting with clients and is our go to person one it comes to making things happen on schedule!
Cindy graduated from University of Massachusetts, Amherst.

Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member FINRA/SIPC.
Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser.

Check the background of this investment professional on FINRA’s BrokerCheck.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.
We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for resident of the United States.
Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.