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an Office of CGN Advisors, LLC


About Us

Cydney Jones, CFP®

Alpha Clear Financial Planning (ACFP) forms partnerships with clients to help them make informed financial decisions. ACFP serves clients virtually as well as locally in the Tampa Bay area and the cities surrounding Atlanta.

ACFP is led by Cydney Jones, a CERTIFIED FINANCIAL PLANNER™ professional, dedicated to providing the guidance necessary for clients to realize their financial goals. Cydney began her career in mathematics and information technology, first as a teacher and then as an executive leader in a Fortune 10 company. She later spent seven years succeeding her father, running a successful family business. 

After selling the family business, Cydney decided to commit her future to helping others achieve the peace of mind that comes with having an intentional financial plan. She completed the University of Georgia financial planner program and went on to pass the rigorous CERTIFIED FINANCIAL PLANNER™ exam.

It is Cydney’s diverse background that gives her a unique perspective when working with clients on their personal finances. She knows first-hand the challenges of managing a career and keeping personal financial goals and resources on track. Her background in math and ability to organize and find efficiencies allow her to fine tune financial plans for optimal success.

Education

  • Master in Applied Mathematical Science, University of Georgia
  • Bachelor of Arts, Mathematics Education, University of South Florida
  • Certified Financial Planner Certificate, University of Georgia

Services

Alpha Clear Financial Planning provides financial planning and investment management exclusively for those who are preparing for retirement or already retired.  Services include portfolio review, tax strategies, retirement timing scenarios, savings targets, income distribution planning, Social Security considerations, pension options and more.  All engagements start with a plan that typically costs between $2,500 and $5,000.  Services are provided on a Fee-Only basis, meaning we do not accept commissions of any kind. There are no account minimums to becoming a client.

Memberships

Contact Us

Alpha Clear Financial Planning
Clearwater, FL

Phone | 727-647-6137
Email | cydney@alphaclearfp.com
Schedule a meeting

Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. Alpha Clear Financial Planning may offer investment advisory services in the States of Georgia and Florida and in other jurisdictions where exempted.