Cynthia Allen

Investment Officer

Cynthia Allen
505-954-7134
[email protected]

Cynthia started her career in the financial services industry in 1997 at an independent investment firm in California and moved to Santa Fe in 2000 to advance her career in Investment Operations.   Prior to joining LANB in 2009, Cynthia owned and operated her own small  business.  Managing a business gave her the unique perspective of the challenges small business owners face in a dynamic economic environment.  Her combined experience as a business owner and financial industry professional is the foundation for Cynthia’s passion to help others be financially successful.

Working with company 401k plans, Simple IRAs and individual retirement plans are just some of the services Cynthia provides. She develops strategies and long-term solutions by working closely with her clients while taking the time to understand her client’s needs and goals.  She is committed to educating  her clients about the various investment options available to them.   Her clients range from young professionals to high-net worth clients and those moving closer to retirement needing more in-depth planning.  

Cynthia graduated from MTI Business School in 1992, and holds her Series 7, Series 66 and New Mexico State Insurance licenses. She is a graduate of Leadership Santa Fe class of 2016, and previous served on the Esperanza Shelter for Battered Families and the Santa Fe Hockey Association boards.  As a proud wife and mother, Cynthia enjoys spending her free time with her family taking advantage of the beautiful Santa Fe weather and the wonderful adventures New Mexico has to offer.