Cindy Chaiten partners with individuals and multi-generational families in her community to help them live comfortably, build meaningful legacies, and approach retirement with confidence. She is committed to delivering clear, straightforward financial guidance, aligning thoughtful investment strategies with each client’s unique goals and values.
A graduate of the University of Rochester, Cindy earned a B.S. in Biochemistry before completing a Master’s degree in Public Policy at Georgetown University. She began her career in the financial services industry in 1999 and has since earned the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor™, CRPC™ designations. Cindy joined Merrill in 2008 and her team includes fellow Financial Advisors Brian Janus and Harvey Rosenberg, along with Registered Wealth Management Client Associate Jalen Johnson. Together, they take a highly personalized approach, dedicating time to understand each client’s financial objectives while balancing growth opportunities with thoughtful risk management through long-term, diversified strategies.
Originally from Scranton, Pennsylvania—where she remains a devoted fan of The Office—Cindy now lives in Shaker Heights with her husband, Louis, and their two Soft‑Coated Wheaten Terriers, Rocky and Bee. When schedules allow, she enjoys time with her collegiate daughters, Edith (Tulane University) and Lillian (Elon University). Active in her community, Cindy serves as Vice President on the Board of Trustees for both the B’nai Jeshurun Congregation and the Cleveland Hillel Foundation. These organizations have strengthened in her the importance communication and being a good steward of the people and places around you. Cindy’s dedication and work ethic date back to her first job as a cake decorator at Carvel Ice Cream—qualities that now extend to her passion for gardening. In fact, her pride and joy is the lemon tree she’s been growing in Northeast Ohio for years!
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
