Sydney Cale, CFP^®, CEPA^®

Designations and licenses

Sydney is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Certified Exit Planning Advisor credential.

Experience and education

Sydney provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Sydney was a wealth advisor with SYM Financial Advisors, where she provided financial planning and investment advice to high-net-worth clients.

Sydney holds a bachelor’s degree in business and an MBA, both from Indiana University.

Personal interests

Away from the office, Sydney supports Junior Achievement, the Questa Education Foundation, all for One Productions and First Fridays Fort Wayne.

Sydney’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.