Michael Cummings Cfp®, Crpc®

Michael Cummings Cfp®, Crpc® Email and Phone Number

Founder and CEO , Wealth Advisor @
Michael Cummings Cfp®, Crpc®'s Location
Stuart, Florida, United States, United States
Michael Cummings Cfp®, Crpc®'s Contact Details

Michael Cummings Cfp®, Crpc® work email

Michael Cummings Cfp®, Crpc® personal email

n/a

Michael Cummings Cfp®, Crpc® phone numbers

About Michael Cummings Cfp®, Crpc®

P: 772-222-0010 / E: mike@cummingswealth.net / www.cummingswealth.netMichael Cummings is a Certified Financial Planner™ professional with experience working with individuals and families that are retired or expect to retire within the next 10 years. I work with clients to help achieve financial independence as defined by them. I work to understand what they need to achieve their goals and deliver objective, client-first advice. I work with my clients to develop and execute a plan using my knowledge and experience to create a future life that is better and more certain than we found it.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to see "Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am registered to conduct securities business, visit my website at: www.cummingswealth.net

Michael Cummings Cfp®, Crpc®'s Current Company Details
Cummings Wealth Management

Cummings Wealth Management

Founder and CEO , Wealth Advisor
Michael Cummings Cfp®, Crpc® Work Experience Details
  • Cummings Wealth Management
    Wealth Advisor
    Cummings Wealth Management Jan 2017 - Present
    Stuart, Fl
    Cummings Wealth Management is a full service, independent financial planning firm focusing on developing income and retirement plans. Our plans are specifically designed to address each clients goals and risk tolerance. Client services include:-Financial Planning-Retirement Planning-Investment Management- Risk Management- Estate and Legacy PlanningSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.LPL Financial registered representatives may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Davis Wealth Management Group
    Financial Advisor
    Davis Wealth Management Group May 2008 - Jan 2017
    Stuart, Fl
    Financial Advisor with expertise in all aspects of financial planning.Michael Cummings grew up on the Treasure Coast and earned his Bachelor’s degree from the University of Florida. He currently holds FINRA series 7 and 66 industry licenses; life, health and variable insurance licenses; and the esteemed CERTIFIED FINANCIAL PLANNER™ certification. An individual who has earned the CFP® mark of distinction has met the education, examination, and ethics standards established by the Certified Financial Board of Standards (CFP® Board). Michael is a Securities Analyst and Financial Advisor at Davis Wealth Management Group, designing financial plans and strategies for his clients. He holds local seminars to educate the public on financial matters as well as educational seminars for Davis Wealth clients and the Independent Women’s Forum.Michael enjoys spending time with his wife Anissa and daughter Avery. He also enjoys enjoys fishing, diving, golfing, and watching Gator football.Davis Wealth Management Group, and independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA & SIPC, and advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser. Michael is registered in the States of FL, GA, ID, IL, NJ, NV, NY, PA, VA, VTThird-party posts found on this profile do not reflect the viewsof Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you please contact me directly or consult another qualified professional.http://www.finra.orghttp://www.sipc.org
  • A.G. Edwards
    Financial Advisor
    A.G. Edwards Nov 2006 - Apr 2008

Michael Cummings Cfp®, Crpc® Skills

Wealth Management Personal Financial Planning Retirement Planning Financial Advisory Investment Advisory Asset Allocation Investments Life Insurance Long Term Care Insurance

Michael Cummings Cfp®, Crpc® Education Details

Frequently Asked Questions about Michael Cummings Cfp®, Crpc®

What company does Michael Cummings Cfp®, Crpc® work for?

Michael Cummings Cfp®, Crpc® works for Cummings Wealth Management

What is Michael Cummings Cfp®, Crpc®'s role at the current company?

Michael Cummings Cfp®, Crpc®'s current role is Founder and CEO , Wealth Advisor.

What is Michael Cummings Cfp®, Crpc®'s email address?

Michael Cummings Cfp®, Crpc®'s email address is mi****@****lth.com

What is Michael Cummings Cfp®, Crpc®'s direct phone number?

Michael Cummings Cfp®, Crpc®'s direct phone number is +177246*****

What schools did Michael Cummings Cfp®, Crpc® attend?

Michael Cummings Cfp®, Crpc® attended University Of Florida.

What skills is Michael Cummings Cfp®, Crpc® known for?

Michael Cummings Cfp®, Crpc® has skills like Wealth Management, Personal Financial Planning, Retirement Planning, Financial Advisory, Investment Advisory, Asset Allocation, Investments, Life Insurance, Long Term Care Insurance.

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