The Cygnet Story
Soon after entering the financial services industry in 1979 with a large well known insurance company, Ted Lakkides, CFP® (Cygnet's founder) quickly became disillusioned with how financial planning was being used as a platform to sell life insurance.
Uncomfortable with these tactics and believing that clients deserved better, Mr. Lakkides established Cygnet Financial Planning, Inc. in 1982 and incorporated the firm a year later.
We Were Fiduciary Before It Was Cool
From day one, Cygnet’s mission has been to provide truly independent and objective advice so that anybody, regardless of their age, status, wealth, education or income, can make sound financial decisions.
With an emphasis on truly helping and educating people, and by avoiding high pressure sales tactics and gimmicks, Cygnet has built a reputation of trust and a client focused approach which has served both Cygnet and our clients for nearly 30 years.
The Next 30 Years
Mr. Lakkides’ son Brian (a noted and published fiduciary expert) joined the firm in 1992. Together, Brian and Ted have been working to take client service to the next level and assure that Cygnet stays true to its consultative approach and fiduciary philosophy for another 30 years.