Rick Cundey, CFP®, CLU®, ChFC®, AIF®, RICP®
Examiner · DISC type csRick Cundey is a Managing Director and founding partner at Choreo in Augusta, GA. He specializes in comprehensive wealth planning for families and business owners, leveraging his extensive financial certifications and education from the University of Georgia and Augusta University to provide expert guidance.
Outside of work, Rick lives in Augusta with his wife and two children. He is an avid sports fan, enjoys playing golf, and is actively involved in his local community, serving on the board of the Augusta Preparatory Day School.
He holds five distinct professional designations: CFP®, CLU®, ChFC®, AIF®, and RICP®.
Read the full overview →How Rick shows up
They tend to be clear about their needs and limitations and are unlikely to promise too much. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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