Richard Cundey
Managing Director, Wealth Management
Rick is a Managing Director at Choreo with over 30 years of experience helping clients manage their wealth and protect their assets from risk. He specializes in wealth management and financial planning for affluent and high-net-worth individuals, families, and businesses. Rick also provides tailored solutions for corporate retirement planning and executive benefits.
Committed to staying ahead in an evolving financial landscape, Rick has completed advanced education in estate planning, wealth transfer, financial planning, and retirement strategies.
Rick’s unique blend of expertise and client-centric approach brings all the pieces of the financial puzzle together with the goal of helping clients build a secure financial future.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Holds Series 7, 63 and 65 Securities Licenses
- Life Insurance and Long-Term Care Insurance Licenses
- Financial Planning Association (FPA)
EDUCATION
- B.S. in Education, University of Georgia
- Master of Education, Augusta University
- Specialist in Education, Augusta University
