Planning, Family Dynamics and Education
Cindy E. Chase
Director of Financial Administration
Cindy Chase is a director of financial administration, providing a comprehensive service to meet the specific financial administration needs of wealthy individuals and families. This includes periodic financial reports, maintenance of accounting records, domestic employee payroll, tax reporting, cash flow analysis and bill payment services.
Prior to Abbot Downing, Cindy was a director of financial administration with Wells Fargo Family Wealth. Before joining Wells Fargo, Cindy worked in public accounting as a tax director and partner, providing consulting and tax services for closely-held businesses, business owners, charitable organizations and family foundations. She also focused on estate, gift and fiduciary planning for high-net-worth individuals.
Cindy earned a master’s degree in taxation at Golden Gate University and a bachelor’s degree in business administration and accounting at California State University Fullerton. She is a member of the American Institute of Certified Public Accounts and the California Society of Certified Public Accounts.