portrait of Kelly A Cunningham
FINANCIAL ADVISOR

Kelly A Cunningham

AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Cooking
  • Yoga

Team Members

  • Jeanne Olson
    Sr. Branch Office Administrator
  • Joyce Bonilla
    Branch Office Administrator
  • Tracy Lingua
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(650) 355-2505

Fax

(866) 462-8629

Office Address

400 Oyster Point Blvd
Suite 438
South San Francisco, CA 94080opens in a new window

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