Independent Financial Planner & Registered Investment Advisor
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About Us

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Money is better than poverty, if only for financial reasons.

-- Woody Allen

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FPA
NAPFA
Fee only

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About Us

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Cynthia S. Legault, CFP®, Principal
Cindy is the President of the firm. She established Financial Navigators in 1996 as a Retirement Consulting organization. In 2005, she joined with Kris and Bob to transform the organization into an Independent Registered Investment Advisory and Financial Planning Firm. At FNI, Cindy’s priority is to provide client-focused products through unique, state-of-the-art services. Her main responsibility is to manage the practice. Cindy started her career in 1981, focusing on the retirement plans consulting industry. She has a B.S. from Lesley University, a Financial Planning Certificate from Merrimack College and is Series 65 licensed.

Kris Tebbetts, CFP®, Principal
Kris acts as Chief Compliance Officer (CCO) for the firm. Kris enjoys the education process of working with clients and coaching them to better their lives through proper financial planning. When wearing his CCO hat, Kris studies compliance rules, teaches our staff, and ensures that the firm is in compliance with the many state and federal laws that govern the financial industry. Kris has a B.S. and an M.B.A. from the University of Massachusetts, a Financial Planning
Certificate from Merrimack College and is Series 65 licensed.

Robert M. Maeder, CFP®, Principal
Bob acts as CFO and Chief Investment Officer for the firm. He focuses on mid-career executives and recent retirees to help them craft personal financial plans that will meet their life goals. As the parent of a special needs young adult, Bob encompasses his experience and insight to provide practical, effective strategies to families with similar needs. Prior to becoming a planner, he practiced financial management for small and large corporations. Bob has a B.S. from Bentley University, an M.B.A. from Suffolk University, a Financial Planning Certificate from Merrimack College and is Series 65 licensed. 

Steve Goodall, Retirement Consultant
Steve focuses on optimizing FNI clients’ retirement savings. He is responsible for transferring clients’ assets from 403(b), 401(k), IRAs and other retirement accounts into an organized and consolidated retirement portfolio. Steve has over 30 years of experience in Retirement Plan Administration and understands the requirements to get the transfers done in the most efficient manner. Steve has a B.A. from SUNY and is Series 65 licensed.

Paula Gorman, Scheduling Manager
Paula schedules appointments, meetings, and work dates for FNI Advisors. She also coordinates company meetings and seminars, and assists in marketing strategy. Paula has a B.F.A. from Salem State College.  

Rosemary Monk, Technical Editor, Office Manager
Rosemary provides back-office technical support for FNI clients and staff, and oversees the company’s communications efforts. In addition, she provides editorial support to the FNI staff. Rosemary’s experience includes over 20 years of office, editorial and operations knowledge, including Retirement planning and maintenance. She has a B.S. from Boston State College.