Hello! I'm Cynthia Pacheco
CEO & Estate Planning Specialist
Cynthia Pacheco began her career in finance with a strong foundation in investment and estate planning. Over the years, she has worked with individuals and families to create meaningful financial strategies that protect assets and support long-term goals.
With extensive experience across financial planning, wealth management, and legacy planning, Cynthia brings a well-rounded and thoughtful approach to every client relationship.
Her philosophy is simple — financial planning should be personal, clear, and designed to support both present needs and future generations.
Our Story
At Clever Fox Financial, we believe that financial planning is more than numbers — it’s about protecting what matters most. We work closely with individuals and families to create thoughtful strategies that bring clarity, confidence, and long-term security.
Our Core Values
READY TO SECURE YOUR FINANCIAL FUTURE?
Let’s create a strategy that gives you peace of mind today and security for tomorrow.
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Ready to take next step toward financial clarity?
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