Guy Cumbie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cumbie Advisory Services, Inc. in Fort Worth, TX and the surrounding communities.
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 a wide variety of mostly private clients. 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 30 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 Financial Planning Association, the organization that brings you this Planner Search tool.
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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