Kate Cunningham

Kate Cunningham: Email & Phone Number

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Client Service Advisor, Chartered Retirement Plan Specialist at Condon & Co Wealth Advisors|Canton, Massachusetts, United States

Position:

Client Service Advisor, Chartered Retirement Plan Specialist at Condon & Co Wealth Advisors

Location:

Canton, Massachusetts, United States

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Last updated: 2026-09-29
Updated: 2026-09-29

Found email addresses for Kate Cunningham:

Business emails:
c*************e@pennmutual.com
Personal emails:

Found phone for Kate Cunningham:

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Work Experience 15 years

Client Service Advisor, Chartered Retirement Plan Specialist at Condon & Co Wealth Advisors

Oct 2024 - Current

Client Service Advisor at Condon Sullivan Wealth Management & Planning

Apr 2024 - Nov 2024

Para-Planner at Condon Sullivan Wealth Management & Planning

Apr 2021 - Sep 2024

Registered Rep/Office Manager at 1017 Financial Group

Aug 2011 - Apr 2021

Kate Cunningham started working in 2011, then the employee has changed 2 companies and 3 jobs. On average, Kate Cunningham works for one company for 3 years 11 months.

Their professional focus is Administration, Customer Service, and Event Planning across 3 core areas.

Kate holds Accredited Investment Fiduciary, Retirement Income Certified Professional®, and Chartered Retirement Plans Specialist™ or CRPS™ Professional Designation certifications.

Kate Cunningham Namesakes

Name
Company
Position
Kate
Registered Nurse- Family Birthing Center
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Kate Cunningham
Palmer House Designs
Interior Decorator
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Other employees at Condon & Co Wealth Advisors

Name
Company
Position
Julie Bergman Anderson
Operations and Research Analyst
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Matt Condon
Owner, Certified Financial Planner® and Certified Exit Planning Advisor
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Kyle Anderson
Financial Advisor
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Zuly Feliz CFP® CDFA®
Director/Manager, Client Strategy & Planning Service Advisor
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Rob Sherman
Vice President - Equities Operations
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