John Cunningham (CFP®)

John Cunningham focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

John is a CERTIFIED FINANCIAL PLANNER™ professional with over ten years of experience in financial services. A Florida native, his career started in banking after graduating from The University of Florida. It was banking where he first developed a love of helping individuals, families, and small business owners achieve financial success. John then transitioned to a role that gave him the opportunity to create comprehensive financial plans for clients on a daily basis. For the past two years, he has been delivering income, risk, incapacity, and estate planning to education, medical, and non-profit professionals in Sarasota. He joined RFPS because the firm’s fee-only financial planning focus allows him to always put his clients’ best interest first.

NAPFA Start Date

April 15, 2021

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

3947 Clark Rd Sarasota, FL 34233-2364 Phone: (941) 366-5700 Fax: (888) 839-5390