GC Asset Management is an independent Registered Investment Advisor firm aligned with the needs and goals of our clients. We are located in Temecula, California, and serve clients all over the United States. As a leading financial advisor, we are committed to helping individuals, families, business owners, and institutional clients protect and steward financial assets.
When you work with GC Asset Management, you work directly with an experienced personal financial advisor who can help you and your clients identify and implement proactive tax planning and wealth management strategies. As needed, we can also provide with direct access to a host of nationwide specialists thanks to our partnership with Elite Resource Team.
Meet Your Personal Financial Advisor
Glenn Cunningham is a CERTIFIED FINANCIAL PLANNER™ professional and President and Founder of GC Asset Management. With over nineteen years of financial planning and investment management experience, Mr. Cunningham is passionate about helping clients realize their financial goals for generations to come. Mr. Cunningham is proud to provide comprehensive financial planning advice in areas including retirement accumulation and distribution, higher education savings, investment management, risk management, and tax efficient wealth transfer strategies.
Prior to founding GC Asset Management, Mr. Cunningham joined Merrill Lynch Private Client Group in 1997. As a private client advisor, he managed individual, family, and business relationships with an emphasis on retirement planning, residential mortgage lending, and investment strategies. Mr. Cunningham's investment specialties included equities, exchange traded funds, fixed income, and concentrated stock hedging. In 2005, Mr. Cunningham was recruited by Nexcore Capital, a boutique private equity firm where he was instrumental in establishing their financial services component. In 2008, he went on to independence with brokersXpress, which was acquired by Charles Schwab. In 2011, following a two year mobilization for combat service in Afghanistan, Mr. Cunningham founded GC Asset Management.
Mr. Cunningham is also a founder of AirOptions Aviation, an air charter company headquartered in Carlsbad, California that was sold successfully in 2015. He has also been a strategic advisor to several Southern California companies including Basic Kitchen + Bar, Envirepel renewable energy, Envision Solar, Ambient Control Systems, and Laurel Ridge Sport Horses, owned and managed by his wife, Laura.
U.S. Marine Corps Integrity
Major Cunningham commanded units in the infantry, recruit training and armored reconnaissance communities. He is a combat veteran of the Gulf War and the Afghanistan War. In the Gulf War he was a liaison for a 600 Marine infantry battalion that came ashore during the invasion of Kuwait. In Afghanistan he was the operations officer for 4th Light Armored Reconnaissance Battalion, a reinforced 1200 Marine task force that covered 20,000 kilometers of battlespace in the Helmand province.
Affiliations and Memberships
Mr. Cunningham is a graduate of the University of Pittsburgh and a member of:
Our Wealth Planning Process
The wealth planning process and money objectives means different things to many people. Your personal values and goals will define your attitudes toward money, or what you want from it. We make it our priority to get to know you personally and to appreciate what defines your attitudes toward wealth. In addition to learning about you, we believe in collaborating with your other expert advisors to design, implement and monitor the best solutions toward achieving your financial goals and vision.
Our Six Step Wealth Planning Process
Our wealth planning process starts by ensuring we understand your current financial status and the financial goals you want to accomplish. After analyzing your financial status, we then present recommendations for a plan that can be implemented toward achieving those goals. When a financial plan is implemented we then engage in a monitoring process and make adjustments to the plan as necessary. Whether your situation is simple or complex, we believe in following the six steps of effective wealth planning outlined by the Certified Financial Planner Board of Standards.
- Establish the Client Relationship
- Gather Client Data and Set Goals
- Analyze the Client’s Financial Status
- Present Recommendations and Alternatives
- Implement the Recommendations
- Monitor and Review Recommendations
Issues to Address in Your Wealth Planning Process
Whether you have a specific goal or seek comprehensive financial solutions for yourself, your family, your business, or institution, we can help you. Contact us to address the most important issues facing you today.
- Financial Planning
- Securing Retirement
- Investment Management
- Funding Higher Education
- Managing Risk and Insurance
- Managing Taxes
- Estate Planning & Philanthropy
- Executive & Business Solutions
Access A Nationwide Team Of Experts
There are a wide variety of specialized needs that can arise during the wealth planning process. By partnering with Elite Resource Team, we are able to provide our clients with direct access to a nationwide team of wealth management experts, equipped to handle the most complex issues and specialized needs.
TD Ameritrade Institutional is not affiliated with GC Asset Management. TD Ameritrade Institutional is a division of TD Ameritrade, Inc. member NASD/SIPC. GC Asset Management is independently owned and operated. TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. GC Asset Management provides investment advisory services for your account. TD Ameritrade provides certain brokerage and custody services to GC Asset Management. TD Ameritrade does not review the GC Asset Management web site, and makes no representation regarding the content of the Web site. The information contained in the GC Asset Management web site should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities. TD Ameritrade Institutional is not responsible for advice, information or management provided by GC Asset Management. For more information about TD Ameritrade Institutional, please go to TD Ameritrade Institutional