Greg Cunningham is a Financial Advisor with Platinum Wealth Solutions of Texas, LLC., a firm committed to positively impacting the lives, lifestyles and legacies of individuals, families and business owners throughout the community. Greg believes in a comprehensive approach to financial planning. He works with his clients to identify their goals and dreams, then provides them the information needed to help them make sound financial decisions.
Greg, a Texas native, is a proud United States Military Veteran. He joined the US Army as a Bradley Fighting Vehicle Systems Mechanic and later became a Special Forces Medic at Fort Bragg, NC. He has been stationed in Germany, Texas and Korea, and been deployed multiple times to Central America, South America and the Middle East. While serving his country, he completed his Bachelor’s Degree in Health Science from Campbell University. After retiring from United States Army Special Operations, Greg continued to support the military as a civilian contractor in the intelligence field, spending 3 years deployed in Afghanistan.
Greg’s deep desire to serve others led him to a new career as a financial advisor. Upon acquiring the FINRA Series 7 and 66 Registrations and the Group I Life and Health License, he began his career at Edward Jones, and went on to found his own independent firm, Chariot Wealth Management. Always looking for opportunities to provide the best services and improve the customer experience for his clients, he later merged his firm with Platinum Wealth Solutions of Texas to take advantage of their extensive resources.
As a financial advisor Greg is able to apply his Special Forces training of hard work, discipline and problem solving to helping his clients overcome their financial obstacles and pursue their personal goals. Greg is eager and willing to help anyone who is serious about improving their financial wellbeing. He believes that, in building strong personal relationships with his clients, he can better understand their needs and help them find appropriate solutions. Greg puts his clients first and is committed to excellence and integrity in everything he does.
Greg lives in New Braunfels, Texas. He loves to ride his Harley in the Hill Country and play an occasional round of golf. He volunteers as an advocate for children through CASA of Central Texas (Court Appointed Special Advocate). He is a member of the Combat Veterans Motorcycle Association, the New Braunfels Rotary and the New Braunfels Masonic Lodge #1109.