Matthew J. Cunningham
The world\'s best disc-golfing financial advisor...&^)
- Role
- Registered Representative at Cetera Advisors Llc
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Matthew J. Cunningham
My mission is to help others manage change and accumulate wealth. Specialties:…
Experience
Registered Representative
Sep 2023 — Present · Westerly, RI, US
Provide financial advice to individuals, families, and small businesses on investment and wealth management decisions.• Conduct comprehensive analysis for clients on tuition, tax, retirement, and estate planning.• Develop personalized financial strategies to help clients achieve their financial goals.
Education
St. Bernard High School
N/a, Oddities and Other Diversions
1981 — 1982
Vanderbilt University
BA, Classical Languages
1985 — 1989
Skills
- Public Speaking
- Estate Planning
- Retirement
- Portfolio Management
- Certified Financial Planner
- Customer Service
- Estate Tax Planning
- Due Diligence
- Retirement Planning
- Insurance
- Asset Allocation
- Wealth Management
- Risk Management
- College Education Planning
- Certified Wealth Strategist
- Finance
- Independent Financial Advice
- Strategic Planning
- Lifechange Management
- Project Planning
- Investments
- Cash Flow Management
- Series 7
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