William Cunningham

CAP® i

Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

ChFC® i

Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

CLF® i

Chartered Leadership Fellow® :

Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.

CLU® i

Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Professional Profile

About me (self-reported)

My title is Senior Wealth Manger. I illuminate the complexities of financial planning and wealth management, guiding you through every step. In coordination with professionals such as CPAs and Attorneys, we can fuse our strengths to meet your unique financial needs.

Office Location 5602 Marquesas Circle
Suite 207
Sarasota, FL 34233

View on Google Maps

My Expertise Philanthropic & Estate Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Life Insurance & Risk Management Designations Held

CAP® i

Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

ChFC® i

Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

CLF® i

Chartered Leadership Fellow® :

Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.

CLU® i

Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Minimum Assets $250,000 - $499,999 Minimum Income $100K - $149,999 Languages Spoken (self-reported) English

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