Rj Cunningham Cfp®, Chfc®, Clu®
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Rj Cunningham Cfp®, Chfc®, Clu® Email & Phone Number

Sr. Advisor-Partner @ Summit Global Private Wealth | Retirement & Financial Planning Specialist at Summit Global Private Wealth
Location: Draper, Utah, United States 3 work roles 1 school
1 work email found @tfaconnect.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

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Current company
Summit Global Private Wealth
Role
Sr. Advisor-Partner @ Summit Global Private Wealth | Retirement & Financial Planning Specialist
Location
Draper, Utah, United States
Company size
14 employees

Who is Rj Cunningham Cfp®, Chfc®, Clu®? Overview

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Quick answer

Rj Cunningham Cfp®, Chfc®, Clu® is listed as Sr. Advisor-Partner @ Summit Global Private Wealth | Retirement & Financial Planning Specialist at Summit Global Private Wealth, a company with 14 employees, based in Draper, Utah, United States. AeroLeads shows a work email signal at tfaconnect.com and a matched LinkedIn profile for Rj Cunningham Cfp®, Chfc®, Clu®.

Rj Cunningham Cfp®, Chfc®, Clu® previously worked as Sr. Advisor-Partner at Summit Global Private Wealth and Investment Advisor Representative at Transamerica Financial Advisors, Inc.. Rj Cunningham Cfp®, Chfc®, Clu® holds Bachelor Of Science (Bs), Entrepreneurship/Entrepreneurial Studies from University Of Utah - David Eccles School Of Business.

Company email context

Email format at Summit Global Private Wealth

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*@tfaconnect.com
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AeroLeads found 1 current-domain work email signal for Rj Cunningham Cfp®, Chfc®, Clu®. Compare company email patterns before reaching out.

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Profile bio

About Rj Cunningham Cfp®, Chfc®, Clu®

Planning for retirement all comes down to one question. Will I outlive my money, or will my money outlive me? I believe the 2 most important parts to having the lifestyle you want in retirement will come down to education and having a plan. The process of educating and planning is what helps me as a fiduciary and Certified Financial Planner™ put my client's interest first.

Current workplace

Rj Cunningham Cfp®, Chfc®, Clu®'s current company

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Summit Global Private Wealth
Summit Global Private Wealth
Sr. Advisor-Partner @ Summit Global Private Wealth | Retirement & Financial Planning Specialist
bountiful, utah, united states
Website
summitglobalinvestments.com
Employees
14
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Company profile
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3 roles

Rj Cunningham Cfp®, Chfc®, Clu® work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Transamerica Financial Advisors, Inc.

Greater Salt Lake City Area

Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered..

Jan 2012 - Jun 2023
Team & coworkers

Colleagues at Summit Global Private Wealth

Other employees you can reach at summitglobalinvestments.com. View company contacts for 14 employees →

RT Richard Thawley Richard Thawley Colleague at Summit Global Private Wealth Bountiful, Utah, United States, United States View → AG Andrew Gardanier Andrew Gardanier Colleague at Summit Global Private Wealth Fremont, California, United States, United States View → HC Heidi Clark Heidi Clark Colleague at Summit Global Private Wealth Syracuse, Utah, United States, United States View → JG Jeff Gapinski Jeff Gapinski Colleague at Summit Global Private Wealth Layton, Utah, United States, United States View → DT David Turley David Turley Colleague at Summit Global Private Wealth Mesa, Arizona, United States, United States View → CH Colby Haupt Colby Haupt Colleague at Summit Global Private Wealth Salt Lake City Metropolitan Area, United States View → CJ Crystal Jennings Crystal Jennings Colleague at Summit Global Private Wealth Englewood, Colorado, United States, United States View → JC Jeff Cox Jeff Cox Colleague at Summit Global Private Wealth Salt Lake City, Utah, United States, United States View → JH Jacki Hayden Jacki Hayden Colleague at Summit Global Private Wealth Franktown, Colorado, United States, United States View → MB Michael Bloomer Cpfa Michael Bloomer Cpfa Colleague at Summit Global Private Wealth Gilbert, Arizona, United States, United States View →
1 education record

Rj Cunningham Cfp®, Chfc®, Clu® education

FAQ

Frequently asked questions about Rj Cunningham Cfp®, Chfc®, Clu®

Quick answers generated from the profile data available on this page.

What company does Rj Cunningham Cfp®, Chfc®, Clu® work for?

Rj Cunningham Cfp®, Chfc®, Clu® works for Summit Global Private Wealth.

What is Rj Cunningham Cfp®, Chfc®, Clu®'s role at Summit Global Private Wealth?

Rj Cunningham Cfp®, Chfc®, Clu® is listed as Sr. Advisor-Partner @ Summit Global Private Wealth | Retirement & Financial Planning Specialist at Summit Global Private Wealth.

What is Rj Cunningham Cfp®, Chfc®, Clu®'s email address?

AeroLeads has found 1 work email signal at @tfaconnect.com for Rj Cunningham Cfp®, Chfc®, Clu® at Summit Global Private Wealth.

Where is Rj Cunningham Cfp®, Chfc®, Clu® based?

Rj Cunningham Cfp®, Chfc®, Clu® is based in Draper, Utah, United States while working with Summit Global Private Wealth.

What companies has Rj Cunningham Cfp®, Chfc®, Clu® worked for?

Rj Cunningham Cfp®, Chfc®, Clu® has worked for Summit Global Private Wealth, Transamerica Financial Advisors, Inc., and Transamerica Financial Advisors, Inc. Transamerica Financial Group Division.

Who are Rj Cunningham Cfp®, Chfc®, Clu®'s colleagues at Summit Global Private Wealth?

Rj Cunningham Cfp®, Chfc®, Clu®'s colleagues at Summit Global Private Wealth include Richard Thawley, Andrew Gardanier, Heidi Clark, Jeff Gapinski, and David Turley.

How can I contact Rj Cunningham Cfp®, Chfc®, Clu®?

You can use AeroLeads to view verified contact signals for Rj Cunningham Cfp®, Chfc®, Clu® at Summit Global Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Rj Cunningham Cfp®, Chfc®, Clu® attend?

Rj Cunningham Cfp®, Chfc®, Clu® holds Bachelor Of Science (Bs), Entrepreneurship/Entrepreneurial Studies from University Of Utah - David Eccles School Of Business.

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