Who We Are
We offer expertise directly, and through outside professionals, in such diverse areas as:
- Wealth accumulation, preservation and distribution
- Financial planning
- Investment management
- And more!
Interested in finding out how our team can help you achieve your goals?
Cindy A. Fields
Founder and President, Loyalty Alliance, Inc.
Cindy’s genuine passion to empower her clients started with her own personal need for more time – time to think, to breathe, to build and sustain her budding success, and to enjoy her life. As a busy, engaged Wall Street professional working her way up the corporate ladder, time was the one illusive commodity that there never seemed to be enough of, and she realized she was not alone. Just about everyone around her was time stressed! So in her inimitable fashion, Cindy took this challenge for time as a problem in need of a solution. And, she found – or rather, created – that solution! The result was the concept of a Personal Business Advisor – a mind/habit shift focused around strategic, personalized planning and tactical outsourcing.
Before transitioning to private wealth counseling and starting Loyalty Alliance, Inc. in 2003, Cindy held key positions in merchant banking, risk arbitrage, venture capital, investment banking and wealth advisory services at prestigious New York City financial institutions.
Cindy holds an MBA in Finance from New York University’s Leonard N. Stern School of Business and has the following professional designations and certifications: Certified Financial Planner™; Certified Wealth Preservation Planner; Trusts & Estates Practitioner; Chartered Life Underwriter; Chartered Financial Consultant; Certified in Long Term Care; Registered Employee Benefits Consultant; and, Registered Health Underwriter. She has passed the Series 6, 7, 63 and 66 securities examinations and is life, accident, health, disability, long-term care, personal lines, and property & casualty licensed.
A long-time resident of New York City, Cindy is very engaged in community and social activities. She serves on the Board of Directors of Civitas (a community based quality of life organization) and is an active member of the National Arts Club and the Friars Club. In 2015, she had the privilege of being appointed Special Advocate to the Major League Baseball Players Alumni Association (MLBPAA). A former competitive ballroom dancer, she partakes socially and physically in much of what New York has to offer. Cindy’s involvements gives her great personal joy and insights, and go hand-in-hand with her commitment to building tangible solutions, to making a difference in her community and to improving the lives of those around her.