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Syncere Cumpian
@syncerechampion
Merchant Advisor and Fractional CFO
États-Unis
À propos de moi
Financial professional exploring the intersection of financial advisory, AI, and automation to transform how financial services operate with and serve enterprises. Owner of Syncere Merchant Services LLC where we focus on maximizing integrations and automations available through modern POS systems to improve efficiency in clients financial management operations.
* Service businesses, ask me about using AI to streamline operations.
Compétences
Syncere Cumpian
hors ligne •
Voir mes services
Efficacité et automation des entreprises
I will optimize your pos systems efficiency and payment processing
Consultation sur la collecte de fonds
I will build and help implement a plan that will have your business lender ready
Expérience professionnelle
Financial Representative
Guardian Life • Temps plein
Apr 2026 - Present • 7 mos
I help my clients do 3 main things: Protect Assets, Reduce Tax Liability, & transfer wealth efficiently from one generation to the next. By taking a holistic planning approach, I walk my clients through a financial discovery process touching on topics such as insurance planning, life event liquidity, cash flow allocation, estate plan coordination, implementing offensive tax strategies, business continuity, & business succession.
Owner/Operator
Instagram • Indépendant
Aug 2024 - Present • 2 yrs 3 mos
Provide payment processing analysis along with consultation around maximizing automations and integrations with POS system for seamless accounting, payroll, online ordering, inventory management, & more.
Financial Representative
Capstone Partners Financial and Insurance Services • Temps plein
Jun 2025 - Sep 2025 • 3 mos
Worked with white and blue collar professionals, some veterans. All around, holistic planning (Retirement accumulation, distribution planning, risk management, cash flow management, estate planning, tax coordination.)
