Guy M. Cumbie,  CFP<sup>&reg;</sup> - Financial Advisor

Guy M. Cumbie, CFP®



Cumbie Advisory Services, Inc.

306 W 7th St, Ste 442
Fort Worth, TX 76102
(800) 882-1126
(817) 335-1181


Guy Cumbie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cumbie Advisory Services, Inc. in Fort Worth, TX and the surrounding communities.

Financial Advisor Overview

Cumbie Advisory Services provides independent, fee-for service, custom personal financial planning and investment management consulting services to a wide variety of private clients. Our client list includes a wide variety of mostly private clients. Guy Cumbie is certified as a generalist in financial planning and separately as a specialist in investment management analysis and consulting.

The single phrase that probably best captures the essence of our role in working with clients is "resource alignment specialists". That is, we assist our clients in optimally aligning their resources, including both financial and human capital, with what matters most to them.


Financial Advisor Experience

Guy Cumbie has over 30 years of experience in retail financial services and has been certified and practicing as a financial planner since 1986. Mr. Cumbie is further specialty credentialed in the area of investment management consulting.

A leader in his field, Cumbie served as a founding director and is a past President of the Financial Planning Association, the organization that brings you this Planner Search tool.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • Certified Investment Management Analyst (CIMA®)
  • Other - RLP

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: SAME
  • Fixed annuities: SAME
  • Variable annuities: SAME

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Sudden Wealth


Helpful Financial Planning Resources