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portrait of Felicia A Cumby
FINANCIAL ADVISOR

Felicia A Cumby

CFP®, AAMS™, CRPC™
4501 Magnolia Cove Dr Ste 208, Kingwood, TX 77345opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Felicia

I knew I wanted to be a financial advisor as soon as I took my first finance class in college. I believe I am one of the fortunate few to have found my calling in life. I truly enjoy partnering with the families in my community to help them reach their financial goals. I value my clients' trust and get so much joy seeing them accomplish goals they have been diligently working toward.

My ideal clients are those that want to carefully and thoughtfully work towards their financial goals. Allowing someone into the world of your finances is a deeply personal...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Wealth Strategies
  • Divorce Finances

Work History

  • Edward JonesMay 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Houston-Clear LakeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Fashion Design
  • Personal Fitness

Team Members

  • Juana Duarte
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(281) 359-3815

Fax

(888) 297-3331

Office Address

4501 Magnolia Cove Dr Ste 208
Kingwood, TX 77345opens in a new window

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