Congratulations to our very own RJ Cunningham on being named a 2026 5-Star Financial Planner by InvestmentNews—an exceptional and well-earned honor that reflects his dedication, expertise, and unwavering commitment to helping clients achieve meaningful financial outcomes. This recognition highlights the very best of what modern financial planning represents: going beyond portfolios to deliver holistic guidance, trusted relationships, and long-term impact.
As Summit Global Founder and CEO Dave Harden shared, “RJ’s recognition is a powerful reflection of the standard we strive for across Summit Global Private Wealth. While this award celebrates RJ’s individual excellence, it is also a testament to the strength of our entire team—our shared commitment to advisor-first support, collaboration, and delivering exceptional outcomes for the clients we serve.”
RJ’s achievement stands as a shared success for all of us at Summit Global Private Wealth and reinforces the momentum we are building together.
Read the story at: Meet InvestmentNews’ 5-Star Financial Planners for 2026: Going beyond portfolios – InvestmentNews
See the video interview at: INTV – RJ Cunningham | Videos & Movies on Vimeo
Read the full profile: IN 5-Star Financial Planners 2026 – RJ Cunningham
Award Disclosure – InvestmentNews 2026 5-Star Financial Planners
RJ Cunningham’s recognition as a 2026 5-Star Financial Planner by InvestmentNews is based on a third-party evaluation process conducted by the publisher. According to InvestmentNews, advisors were nominated and evaluated using a combination of quantitative and qualitative criteria, which may include professional credentials, experience, assets under management, client service approach, compliance history, and overall contribution to the financial planning profession. Final selections were made by InvestmentNews based on its independent methodology and editorial judgment. Summit Global Private Wealth did not provide compensation, either directly or indirectly, to obtain this award; however, fees may be required to license or promote the use of the award designation. This recognition should not be construed as an endorsement by any client, nor is it indicative of future performance or representative of the experience of all clients. Additional information regarding the selection criteria and methodology is available in the original publication by InvestmentNews.
