About My Practice
Cumbie Advisory Services provides independent, fee-for service, custom personal financial planning and investment management consulting services to a wide variety of private clients. Our client list includes inheritors, divorcees, retirees, professionals, executives, and business owners. Guy Cumbie is certified as a generalist in financial planning and separately as a specialist in investment management analysis and consulting.
The single phrase that probably best captures the essence of our role in working with clients is "resource alignment specialists". That is, we assist our clients in optimally aligning their resources, including both financial and human capital, with what matters most to them.
Guy Cumbie has over 20 years of experience in retail financial services and has been certified and practicing as a financial planner since 1986. Mr. Cumbie is further specialty credentialed in the area of investment management consulting.
A leader in his field, Cumbie served as a founding director and is a past President of the 29,000 member Financial Planning Association, the organization that brings you this Planner Search tool.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: TX, Health/disability insurance: SAME, Fixed annuities: SAME, Variable annuities: SAME
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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