RJ Cunningham CFP®

RJ Cunningham is a Certified Financial Planner® and a legal fiduciary. He is an Advisor and Senior Partner with Summit Global Private Wealth. RJ holds his life & health insurance license as well as series 65 investment licenses. He has been in the financial industry for 18 years. In 2022 and 2023 RJ made the list of Forbes BEST-IN-STATE top securities professionals. In 2024 and 2025, RJ was recognized by Forbes BEST-IN-STATE Next Gen Wealth Advisor. In 2026 RJ was recognized by Forbes as BEST-IN-STATE Top Wealth Advisor and InvestmentNews as a 5-Star Financial Planner. RJ earned a Bachelor of Science degree in Entrepreneurship from the University of Utah. He endeavors to be open, honest, and transparent with recommendations, and to place clients’ needs and interests first in all areas of wealth management

The people I work with best are retirees and those approaching retirement, business owners, and high-net-worth individuals who are serious about making the most of what they’ve built. If you have at least a million dollars saved and you’re wondering whether you could retire sooner than you think, that’s exactly the conversation I have every day. And it’s not just about the investments. It’s about the full picture — tax strategy, income planning, making sure the wealth you’ve built actually translates into the life you want.

RJ has four young kids who all love sports, so at the moment, work and kids’ sports are about all he has time for. 

You’ll know exactly what I am and what I am not when you pick me up. I’m 100% transparent. Strive to give you the information you need to make a decision on your own. No script, no sales tactics…just the knowledge you need to empower you to make the decision that is best for YOU.