Sydney Cale, CFP®, CEPA®
Designations and Licenses
Sydney is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Certified Exit Planning Advisor credential.
Experience and Education
Sydney provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner, Sydney was a wealth advisor with SYM Financial Advisors, where she provided financial planning and investment advice to high-net-worth clients.
Sydney holds a bachelor’s degree in business and an MBA, both from Indiana University.
Personal Interests
Away from the office, Sydney supports Junior Achievement, the Questa Education Foundation, all for One Productions and First Fridays Fort Wayne.