4900 California Avenue, Suite 210-B
Bakersfield, CA 93309
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Meet Our Team

Cindy Selfridge

Financial Planner

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Cindy Selfridge is a private wealth advisor. She began her career in the financial services industry in 2000. Her goal is to help her clients develop clear and objective financial goals, navigate personal financial issues and cope with an investment climate that is always in flux. Cindy graduated magna cum laude from California State University, Bakersfield with a degree in Finance. She holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. In her free time, she enjoys anything finanical (of course!), live musical theater and strolling the central coast of California and spending time with her 2 dogs Lexi and Sara.





Cathy Clark

Assistant to Cindy Selfridge

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Cathy Clark was born and raised in Bakersfield, CA. She comes to us with 4 years in the financial industry and with 2 years of Small Business Lending experience. Cathy’s duties include Marketing, Client contact, and assisting in the financial planning and review process. Cathy enjoys spending evenings cooking for her family and her weekends are usually spent watching her children play sports.







Sherry Moore

Office Facilitator

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Sherry Moore is the Office Facilitator for Cindy Selfridge and Debbie Charpentier. She joined our team in 2004, after working as a Catering Manager in the hospitality industry. Sherry’s main roles are client services and business processing. She prides herself on being friendly, helpful and accessible to each and every client, no matter what the need or concern. Sherry loves attending her kids’ sporting events and spending time with family and friends.