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Michael C. Cummings, CFP®

Michael C. Cummings, CFP®

Founder, Financial Planner

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.

If you are interested in scheduling an initial phone call, please click to schedule.