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Joel Cundick, Cfp®, Aif® is listed as Fee Only Fiduciary/Team Lead • Owner-Member at Savant Wealth at Savant Wealth Management, a company with 160 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at savantcapital.com and a matched LinkedIn profile for Joel Cundick, Cfp®, Aif®.
Joel Cundick, Cfp®, Aif® previously worked as Owner-Member * Financial Advisor * Team Lead at Savant Wealth Management and Vice President at The Corcoran Group Ltd.. Joel Cundick, Cfp®, Aif® holds Business Management, Finance from Brigham Young University.
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AeroLeads found 2 current-domain work email signals for Joel Cundick, Cfp®, Aif®. Compare company email patterns before reaching out.
As a Fee-Only advisor, I help families arrive at answers to their complex financial questions. I offer a personal, evidence-based approach to both investing and wealth management.I have worked with many families to create and implement financial plans - largely doing what the big financial companies advertise that they do but often fall short on in reality. (You know the commercials!)Over the years, I have found that the most important component to a good plan is "fit". Beginning with our first meeting, I am looking for alignment between my approach and the needs of the family I am working with. If the fit isn't right, the plan won't come out right for the only family that matters - yours.A defining characteristic of Savant Wealth's approach is that all advisors represent our clients as fiduciaries. This means that we are legally bound to stand in our clients' shoes and make decisions in their best interests at all times. The company helps over 7,000 clients manage over $25 billion in financial assets.As a Registered Investment Advisor with the United States Securities and Exchange Commission (SEC) no recommendations or endorsements will be shown on Joel Cundick's LinkedIn profile, in compliance with the SEC's prohibition on client testimonials.Savant Wealth Management ("Savant") is an SEC registered investment adviser. Please visit www.savantwealth.com/important-disclosures for more information.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Specialties: CERTIFIED FINANCIAL PLANNER™ ProfessionalExecutive compensation, retirement income planning, Federal Retirees, intergenerational wealth and values transfer, risk management, and comprehensive wealth management
Listed skills include Retirement Planning, Strategic Financial Planning, Estate Planning, Retirement, and 7 others.
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Mclean, VA
I am responsible for managing all aspects of the financial planning and investment process for my clients. To accomplish that responsibility, I meet with clients, estate attorneys, insurance professionals, and CPAs where appropriate to coordinate effective planning, investment, risk management, and tax strategies.
We help a select group of executives and their families achieve their most meaningful life goals through insight, inspiration and complete coordination of financial planning and investment management.The Corcoran Group combined with Savant Capital Management in October 2015.
Baltimore, Maryland Area
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
Jenny Sneed, Cfp®, Chfc®
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
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Serena Robertson, Mba
Colleague at Savant Wealth Management
Iowa City-Cedar Rapids Area, United States
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Alicia Brooks
Colleague at Savant Wealth Management
Wentzville, Missouri, United States, United States
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Stephen Ambrose Iii
Colleague at Savant Wealth Management
Rockton, Illinois, United States, United States
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Jared Spanbauer
Colleague at Savant Wealth Management
Madison, Wisconsin, United States, United States
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AK
Amanda Katzman
Colleague at Savant Wealth Management
Whitesboro, Texas, United States, United States
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Angie Trammell
Colleague at Savant Wealth Management
Laurens, South Carolina, United States, United States
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DC
Derek Carter, Cfp(R)
Colleague at Savant Wealth Management
Milton, Wisconsin, United States, United States
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Luis Vargas
Colleague at Savant Wealth Management
Sterling, Illinois, United States, United States
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Deidra Hayes
Colleague at Savant Wealth Management
Lincoln, California, United States, United States
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Activities and Societies: National Merit Scholar, Italian MinorMagna Cum Laude, Ezra Taft Benson Scholar
Certified Financial Planner Board of Standards owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER (TM) in the U.S., which.
Investment fiduciaries and professionals are constantly exposed to legal and practical scrutiny. It is likely that complaints and/or.
This advanced graduate-level program focuses on portfolio construction and management. Topics covered include client assessment and.
Quick answers generated from the profile data available on this page.
Joel Cundick, Cfp®, Aif® works for Savant Wealth Management.
Joel Cundick, Cfp®, Aif® is listed as Fee Only Fiduciary/Team Lead • Owner-Member at Savant Wealth at Savant Wealth Management.
AeroLeads has found 2 work email signals at @savantcapital.com for Joel Cundick, Cfp®, Aif® at Savant Wealth Management.
Joel Cundick, Cfp®, Aif® is based in Washington DC-Baltimore Area, United States, United States while working with Savant Wealth Management.
Joel Cundick, Cfp®, Aif® has worked for Savant Wealth Management, The Corcoran Group Ltd., Financial Services Advisory, Inc., The Ritz-Carlton Marina Del Rey, and Renaissance Harborplace Hotel.
Joel Cundick, Cfp®, Aif®'s colleagues at Savant Wealth Management include Jenny Sneed, Cfp®, Chfc®, Serena Robertson, Mba, Alicia Brooks, Stephen Ambrose Iii, and Jared Spanbauer.
You can use AeroLeads to view verified contact signals for Joel Cundick, Cfp®, Aif® at Savant Wealth Management, including work email, phone, and LinkedIn data when available.
Joel Cundick, Cfp®, Aif® holds Business Management, Finance from Brigham Young University.
Joel Cundick, Cfp®, Aif® is listed with skills including Retirement Planning, Strategic Financial Planning, Estate Planning, Retirement, Risk Management, Asset Allocation, Financial Goals, and Personal Finance.
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