I started Cummings Wealth Management with the goal of improving the standard of financial planning. I have been in the financial world since 2006 and have grown to understand the importance of a truly holistic financial planning. When working with my clients, I incorporate all aspects of their financial lives in addition to the typical investments and insurance. I want to make a difference in my client's lives by addressing equally important aspects such as estate planning and tax planning into their overall financial plan from the start. I even purchased Mason Accounting, an accounting and tax firm, in 2017 to further help my clients understand how effective a long-term tax plan can be as a component of the overall financial plan.
I strive to be the solution for people seeking expert, objective financial advice to address their specific needs and goals. I hold local seminars to educate the public on financial matters as well as educational seminars for Cummings Wealth Management clients. I build financial plans help optimize the financial lives of Retiree’s and pre-retirees.
I grew up on the Treasure Coast and earned my Bachelor’s degree from the University of Florida. As a CERTIFIED FINANCIAL PLANNER™I am committed to the highest standards of excellence and professionalism in the industry. An individual who has earned the CFP® mark of distinction has met the education, examination, and ethical standards established by the Certified Financial Board of Standards (CFP Board).
I enjoy all my life’s adventures with my wife, Anissa, and daughter Avery. We enjoy fishing, diving, golfing, snowboarding, watching Gator Football, and other local activities.
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