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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Mayo Cunningham is a financial advisor with Creative Planning. Eileen has been in the industry since April 2021. Eileen is a Certified Financial Planner and holds a Series 65 license. Eileen specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and educational seminars. Eileen's previous employers include Sullivan, Bruyette, Speros & Blayney, Inc. in McLean, VA, Oakheart Financial Group in Charlottesville, VA, and Saint Gertrude High School in Richmond, VA. Eileen is a graduate of the University of Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
04/04/2022 - Present
Creative Planning (OVERLAND PARK KS)
Active
Inactive
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