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.