Cynthia C. O’Rourke, CFP®

Principal, senior vice president, Senior Client Advisor

College of the Holy Cross, BA

Certified Financial Planner® Certificants of North America
Financial Planning Association; Make-A-Wish Foundation, Former Board Member; Maine Estate Planning Council; Roman Catholic Diocese of Portland, Investment Committee Member

Cindy’s high school economics teacher encouraged her to enter the financial services industry and sparked her interest in investments. She came to Spinnaker Trust with extensive experience serving as a VP and Senior Account Executive in Fidelity Investments’ Private Wealth Group for over 16 years. She loves helping our clients develop robust financial strategies that let them live their best lives while taking care of their loved ones.

Cindy’s favorite part of living in Maine is the sense of community she finds through volunteering and at home in Cape Elizabeth with her husband, where she enjoys seeing their three grown children, playing bocce, reading and relaxing at the beach all summer long with friends and family.