Glenn Cunningham Email & Phone Number | Over two decades providing financial solutions for High Income Earners, Business Owners, and Real Estate Investors. We consult with you and your CPA to develop proactive and comprehensive solutions through best-in-class specialists and a virtual family office environment. Focus on reducing taxes on income and capital gains, tax efficient asset sales, retirement projection analysis, investment management, risk management, lending solutions, life insurance, and long term care insurance. In addition to providing superior client solutions, we add value to CPA firms without increasing their overhead. Our holistic Team Based Model Consulting provides solutions that you can expect and deserve, while helping your CPA provide more value based services. Co-founder of AirOptions Aviation. Private air-charter company. Successful exit in 2015. Aircraft services included King-Air, light, medium and heavy jets. Advisor at Laurel Ridge Sport Horses. Successful exit in 2015. Boarded, trained, imported, showed, and sold top Hunter/Jumper horses for the "A" show market. Located in the beautiful Temecula Valley Wine and Equestrian Country. Specialties: CPA Team Based Model Consultant. Holistic wealth management. Proprietary risk managed investment strategies. Part-time futures trader.

Glenn Cunningham

Over two decades providing financial solutions for High Income Earners, Business Owners, and Real Es...
Temecula, California, United States

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Glenn Cunningham’s Location Temecula, California, United States

Glenn Cunningham’s Current Industry Triton Storage Gc Asset Management

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Co Managing Partner

2023-05-01 00:00:00 - Present

Founder, President, CFP® professional

2012-01-01 00:00:00 - Present

Co-Founder

2008-01-01 00:00:00 - 2015-12-01 00:00:00

Business Advisor

2011-11-01 00:00:00 - 2015-08-01 00:00:00

Investment Adviser, CERTIFIED FINANCIAL PLANNER™ professional

2008-02-01 00:00:00 - 2011-12-01 00:00:00

Major

1987-05-01 00:00:00 - 2011-11-01 00:00:00

Managing Director, CERTIFIED FINANCIAL PLANNER™ professional

2005-12-01 00:00:00 - 2008-01-01 00:00:00

Senior Financial Advisor

1997-11-01 00:00:00 - 2005-11-01 00:00:00

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Glenn Cunningham is a Over two decades providing financial solutions for High Income Earners, Business Owners, and Real Estate Investors. We consult with you and your CPA to develop proactive and comprehensive solutions through best-in-class specialists and a virtual family office environment. Focus on reducing taxes on income and capital gains, tax efficient asset sales, retirement projection analysis, investment management, risk management, lending solutions, life insurance, and long term care insurance. In addition to providing superior client solutions, we add value to CPA firms without increasing their overhead. Our holistic Team Based Model Consulting provides solutions that you can expect and deserve, while helping your CPA provide more value based services. Co-founder of AirOptions Aviation. Private air-charter company. Successful exit in 2015. Aircraft services included King-Air, light, medium and heavy jets. Advisor at Laurel Ridge Sport Horses. Successful exit in 2015. Boarded, trained, imported, showed, and sold top Hunter/Jumper horses for the "A" show market. Located in the beautiful Temecula Valley Wine and Equestrian Country. Specialties: CPA Team Based Model Consultant. Holistic wealth management. Proprietary risk managed investment strategies. Part-time futures trader.

Glenn Cunningham has prior
experience in the following industries:
Airoptions Aviation | Laurel Ridge Sport Horses | Brokersxpress | United States Marine Corps | Nexcore | Merrill Lynch

Glenn Cunningham has the following professional experience:
Triton Storage | Gc Asset Management | Airoptions Aviation | Laurel Ridge Sport Horses | Brokersxpress | United States Marine Corps | Nexcore | Merrill Lynch