Rick Cundey, CFP®, CLU®, ChFC®, AIF®, RICP® in

Rick Cundey, CFP®, CLU®, ChFC®, AIF®, RICP®

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Managing Director at Choreo
📍 Augusta, Georgia, United States

Rick 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®.

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Experience
21 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Augusta, Georgia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Rick cares about

Tax-Efficient Planning
Frequently discusses strategies like QCDs and donor-advised funds to help clients optimize tax outcomes and prepare for legislative changes.
Legacy Planning
Focuses on multi-generational wealth transfer and strategic charitable gifting, helping families support causes they value while gaining tax advantages.
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Career

Work history

4-2025
Managing Director
Choreo
1-2023 - 3-2025
Senior Director
Choreo
5-2004 - 12-2022
Senior Financial Advisor
Cherry Bekaert Wealth Management LLC
In the press

Media appearances

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Education
1980 - 1982
Bachelor of Science (B.S.)
The University of Georgia
1986 - 1988
Master's degree
Augusta University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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