Michael Cunia
Financial Representative
Helping individuals and entrepreneurs build lasting wealth & financial peace of mind through personalized planning and trusted guidance.
Schedule Your Free Consultation
Financial Representative
Helping individuals and entrepreneurs build lasting wealth & financial peace of mind through personalized planning and trusted guidance.
Schedule Your Free Consultation
CCU Graduate with Wealth Management focus
Your goals drive every recommendation
Hands-on market experience since 2021
I specialize in working with individuals who value personalized financial guidance and entrepreneurs who understand the unique challenges of building and protecting wealth.
Growing up in an entrepreneurial family, I understand firsthand the financial challenges business owners face—from managing irregular cash flow to planning for succession. I help you navigate both personal and business finances with strategies tailored to your unique situation.
If you're in your 20s-40s and focused on building a solid financial foundation, I'll help you create a strategic plan that balances today's lifestyle with tomorrow's security. From student loans to retirement planning, we'll tackle it together.
A clear, proven approach to building your financial future
We'll sit down to understand your goals, values, and current financial picture.
I'll analyze the data and build a personalized financial plan tailored to you.
We'll put the plan into action together, step by step, at your pace.
We'll meet regularly to review progress and adjust as your life evolves.
Why clients choose to work with me
My goal is to be one of the few people you can truly trust with your wealth and its direction. That trust is earned through transparency, integrity, and results.
I don't just manage your assets—I ensure you understand every part of your financial plan. An informed client is an empowered client.
I'm not focused on a single transaction. I'm focused on building a lifelong relationship to see you through every financial milestone.
I am a Finance graduate from Coastal Carolina University with a concentration in Wealth Management. This path has been my focus since I was sixteen, driven by the belief that sound financial management is a crucial part of every individual's life.
Born into a family of entrepreneurs, I've been involved in business operations since age ten. This taught me invaluable lessons in inventory, financials, and the social conduct skills vital for today's market.
My goal is to be someone who can be truly trusted with wealth and its direction. I am confident in my market analysis, research capabilities, and my passion for helping people achieve financial security.
Northwestern Mutual
June 2025 - Present
Helping clients achieve financial security through comprehensive planning and wealth management strategies. Focused on building long-term relationships and delivering personalized financial solutions.
Self-Employed / Family Business
Aug 2024 - Present
Managing operations for the family business. Developed skills in inventory management, financial tracking, and online commerce while maintaining profitability and growth.
Self-Employed
Jan 2021 - Present
Conducting extensive research on derivatives trading. Developed a disciplined approach to capital allocation and market analysis through hands-on experience.
Let's have a conversation about your goals. Schedule a free consultation to discuss how we can work together to build your wealth and peace of mind.