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Wendy Cundari

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Wendy Cundari

Senior Financial Advisor | CUNA Brokerage Services, Inc

Tampa, Florida, United States

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Wendy Cundari

Summary

Wendy Cundari is a seasoned Senior Financial Advisor with over 30 years of experience in the financial services industry. Based in Tampa, Florida, she specializes in 401k rollovers, retirement planning, and life cycle planning, helping individuals and families achieve their financial goals. Wendy's approach is characterized by her commitment to listening to clients' needs and crafting personalized financial plans that foster both stability and emotional satisfaction. Her tenure includes significant roles at LPL Financial and CUNA Brokerage Services, where she managed multi-million dollar portfolios and provided tailored financial advice. Wendy has received multiple awards for her excellence in service, including the Transamerica Top Producer and Women of Distinction awards. She holds a Bachelor's Degree in Social Sciences from California State University San Marcos. Passionate about improving financial literacy, Wendy aims to empower her clients with the knowledge and confidence to navigate their financial journeys.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Wendy Cundari

Work Experience

💼

Senior Financial Advisor at

Lpl Financial Suncoast Investments Located At Suncoast Credit Union

March 2022 - Present

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Vice President, Wealth Management at

CUNA Brokerage Services, Inc

December 1999 - Present

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Financial Advisor at

Morgan Stanley

June 1997 - December 1999

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Wendy Cundari

Education

Frequently Asked Questions about Wendy Cundari

What is Wendy Cundari email address?

Wendy Cundari's primary email address is *************@cunabrokerage.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Wendy Cundari work for?

Wendy Cundari is a Senior Financial Advisor at CUNA Brokerage Services, Inc, a company specializing in Security brokers & dealers.

Where Wendy Cundari graduated from?

Wendy Cundari holds a degree in Social Sciences from California State University San Marcos.

How can I directly contact Wendy Cundari?

To contact Wendy Cundari directly, you can use the email address *************@cunabrokerage.com. Complete contact information is available upon registration with Muraena.

Who is Wendy Cundari?

Wendy Cundari is a seasoned Senior Financial Advisor with over 30 years of experience in the financial services industry. Based in Tampa, Florida, she specializes in 401k rollovers, retirement planning, and life cycle planning, helping individuals and families achieve their financial goals. Wendy's approach is characterized by her commitment to listening to clients' needs and crafting personalized financial plans that foster both stability and emotional satisfaction. Her tenure includes significant roles at LPL Financial and CUNA Brokerage Services, where she managed multi-million dollar portfolios and provided tailored financial advice. Wendy has received multiple awards for her excellence in service, including the Transamerica Top Producer and Women of Distinction awards. She holds a Bachelor's Degree in Social Sciences from California State University San Marcos. Passionate about improving financial literacy, Wendy aims to empower her clients with the knowledge and confidence to navigate their financial journeys.

Wendy`s contact details

mail

*************@cunabrokerage.com

Colleagues

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Pete Schmidt

VP Wealth Management

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Cfp Michael Beck

Vice President Wealth Management

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Pamela Schwartz

Vice President - Wealth Management

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