Richard D. Cundey,  CFP<sup>&reg;</sup> - Financial Advisor

Richard D. Cundey, CFP®

Cherry Bekaert Wealth Manangement, LLC

1029 Greene Street
Augusta, GA 30901
FINANCIAL ADVISOR'S WEBSITE
(800) 277-0070
(706) 627-7030

General

Richard Cundey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cherry Bekaert Wealth Manangement, LLC in Augusta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AIF(R)

Insurance Licenses

  • Life insurance: GA,SC,FL,NC,VA
  • Fixed annuities: GA,SC,FL,NC,VA
  • Variable annuities: GA,SC,FL,NC,VA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources