Austin Cunningham
Wealth Management Advisor / Owner at Cunningham Wealth Group | San Luis Obispo County, California, United States
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Austin Cunningham serves as a Wealth Management Advisor and Owner at Cunningham Wealth Group, where he leverages his extensive expertise to deliver tailored investment advisory services through NWAM, LLC, an SEC registered investment adviser. With a deep commitment to individual investors and businesses, Austin excels in providing personalized financial planning that empowers clients to focus on their passions while he manages their wealth strategies. His approach is rooted in understanding each client's unique goals, whether they are just starting their career, navigating the complexities of retirement, or seeking to optimize their business retirement plans.
Austin's proficiency spans a wide array of financial services, including retirement account consolidation, IRA and Roth IRA management, and life insurance solutions. He is particularly adept at crafting education savings plans and guiding clients through equity investments and mutual funds, ensuring they have a comprehensive strategy that aligns with their long-term objectives. His dedication to the Central Coast community, where he was born and raised, drives his passion for supporting local families and businesses in achieving financial security and growth.
Currently, Austin is involved in key projects that focus on enhancing client education and engagement, helping them understand the intricacies of wealth management. He believes that informed clients are empowered clients, and he strives to demystify complex financial concepts. By fostering strong relationships built on trust and transparency, Austin Cunningham is not just a wealth advisor; he is a partner in his clients' financial journeys, committed to helping them thrive in every stage of life.
Wealth Management Advisor / Owner at Cunningham Wealth Group in October 2019 to Present
Financial Advisor at Edward Jones in September 2014 to October 2019
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Financial Planning
Retirement Account Consolidation
IRA's
Roth IRA
Life Insurance
Equity Investments
Education Savings
Mutual Funds
Business Retirement Plans
Wealth Strategies
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What is Austin Cunningham email address?
Email Austin Cunningham at [email protected]. This email is the most updated Austin Cunningham email found in 2026.
What is Austin Cunningham phone number?
Austin Cunningham phone number is +18057128820 and +18054664657.
How to contact Austin Cunningham?
To contact Austin Cunningham send an email to [email protected]. If you want to call Austin Cunningham try calling on +18057128820 and +18054664657. (updated on October 23, 2024)
What is Austin Cunningham net worth?
Austin Cunningham has an estimated net worth of $750,000 to $999,999
What company does Austin Cunningham work for?
Austin Cunningham works for Cunningham Wealth Group
What is Austin Cunningham's role at Cunningham Wealth Group?
Austin Cunningham is Wealth Management Advisor / Owner
What industry does Austin Cunningham work in?
Austin Cunningham works in the Retail industry.
Austin Cunningham Email Addresses
Austin Cunningham Phone Numbers
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