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RJ Cunningham CFP®, ChFc®, CLU®
RJ Cunningham CFP®, ChFc®, CLU®
Summit Global Private Wealth Investment Advisor Representative
https://www.sgiam.com/ 385-509-0901

RJ Cunningham is a Certified Financial Planner® and a legal fiduciary. Currently, Senior Advisor and Partner with Summit Global Private Wealth. 15 years of industry experience and in 2022 and 2023 RJ made the list of FORBES BEST-IN-STATE top security professionals.

Our Process

Step One - Discovery

• Getting to Know Each Other
• Discuss Goals, Needs, and Risk Tolerance
• Data Gathering and Fit Determination

Step Two - Plan Presentation

• Review Proposed Asset Allocation
• Overview of Systems and Accounts
• Finalize Accounts and Sign

Step Three - Plan Review & Monitoring

• Quarterly Review or as needed
• Daily Monitoring by Money Managers

One of our primary goals is to develop a long-term, trusting relationship with you.

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