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.

Advisory services offered through OptiWealth, LLC, a registered investment adviser.
Check the fees for this investment professional here: MA-Fee-Table-2022-Optiwealth 

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