Richard D. Cundey, RFC®, CFP®
Director of Corporate Retirement Planning

1029 Greene Street
Augusta, Georgia 30903
706.724.3557
706.724.1667 fax
rcundey@cbhwealth.com

 

Rick is a Senior Wealth Management Consultant and the Director of Corporate Retirement Planning for CB&H Wealth Management Services, LLC, a wholly owned financial, business and estate planning subsidiary of Cherry, Bekaert & Holland, L.L.P. (CB&H). With offices in Augusta, Georgia and Hilton Head Island, South Carolina, Rick focuses his practice by serving the southern region of CB&H’s footprint.

Rick provides wealth management consulting services to successful individuals, families and businesses. Since 1994, Rick has been working with affluent and high-net-worth individuals in the areas of wealth management, assisting clients with wealth accumulation, wealth protection, wealth transfer and charitable giving strategies. Rick also works with many businesses and professional groups specifically in the area of corporate retirement planning.

Rick received his Bachelor of Science in Education at the University of Georgia and his Master’s degree in Education at Augusta State University. He received his Specialist in Education at Augusta State. He has completed numerous postgraduate courses in estate and wealth transfer, advanced retirement planning, and advanced portfolio strategies, and has also attended The Wharton School. He is licensed as a Certified Financial Planner™  and holds Series 7, 63 and 65 securities licenses, in addition to life insurance and long-term care insurance licenses.  Rick is also a member of the International Association of Registered Financial Consultants.

Active in the Augusta community, Rick serves in a variety of leadership roles with local organizations, including the Augusta Estate Planning Council, Aquinas High School Board, St. Mary’s on the Hill PTO, and St. Mary’s Catholic Church.