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
- 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
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