Richard D. Cundey, CFP®, CLU®, AIF®, ChFC®, RICP®

Title:Senior Financial Advisor

Education:B.S. in Education, University of Georgia; Master of Education, Augusta State University; Specialist in Education, Augusta State University

Richard D. Cundey

Based in the Augusta office, Rick is a Senior Financial Advisor with over two decades of experience. Since 1994, he has assisted clients with wealth accumulation, wealth protection, wealth transfer and charitable giving strategies. Rick focuses on providing wealth management consulting services to affluent and high-net-worth individuals, families and businesses. He also works with many businesses and professional groups specifically in the area of corporate retirement planning and executive benefits.

In his pursuit to provide the highest quality advice in an ever-changing financial environment, Rick has made a significant commitment to continuing education. He has completed numerous postgraduate courses in estate and wealth transfer, as well as advanced retirement planning and advanced financial planning strategies/techniques. In addition, he maintains CFP®, CLU®, AIF®, ChFC® and RICP® designations, and has attended The Wharton School.

As a Chartered Life Underwriter (CLU®) Rick brings insurance expertise to wealth management. Rick’s Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Standards certifies that he has specialized knowledge of fiduciary standards of care, specifically applicable within the corporate retirement planning arena. Finally, as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®), Rick brings together all the pieces of the financial puzzle for his clients.

Areas of Expertise

  • Corporate Benefits & Retirement Plans
  • Estates & Trusts
  • Financial & Retirement Planning
  • High-Net-Worth Individuals
  • Investment Portfolio Management
  • Life, Disability, and Long-Term Care Insurance
  • Retirement Plans
  • Small Business Owners

Professional Involvement

  • Holds Series 7, 63 & 65 Securities Licenses
  • Life Insurance & Long-Term Care Insurance Licenses
  • Financial Planning Association

Community Involvement

  • Augusta Estate Planning Council
  • Aquinas High School
  • Saint Mary on the Hill Endowment Chair

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