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Personal Security from All Angles

Cybersecurity is something we take very seriously here at CPWM – for both clients and employees. With attacks becoming more prevalent, it is important to keep our community informed and prepared, as the best defense is awareness.

On Tuesday, October 8th, we participated in Personal Security from All Angles, a cyber discussion led by Gary Rossi, former Special Agent for the FBI and current Vice President of Security Services for Fidelity Investment, who has over 30 years of experience. Gary shared stories and valuable information regarding current tactics adversaries are using to infiltrate users. After the discussion, we were given quick and easy steps to protect personal security, which we plan to implement in our daily lives and with our clients.

This Cybersecurity Checklist describes 4 easy steps to make yourself a difficult target for cyber criminals

If you have any questions, please reach out!


Tips for protecting your personal security
  • Dual/multi factor authentication is one of the best ways to protect yourself.
  • Avoid clicking links in emails as this is a common way for adversaries to install malware on your computer. Malware can lie dormant on your device until it is triggered (when you visit a financial or personal security website). Always navigate to the vendor website in your browser.
  • Password managers can be a helpful tool for storing passwords securely. A few examples are Dashlane and LastPass.
  • Understand your digital footprint and how much of your personal information is accessible to cyber criminals, Spokeo is one resource.
  • Freeze your credit at the three major credit bureaus to prevent new accounts being opened in your name.
  • Have a plan if you fall victim to an attack, whether in your home, on your device, or while traveling.