Text/Fax Number: (405) 241-5378
Book a Meeting: Porter Cunningham, CFP® - Online scheduling (oncehub.com)
Porter offers a unique and personalized approach to meeting the needs of families and individuals throughout Oklahoma City and beyond. In his position as Managing Director of Oklahoma Financial Center, Porter provides concierge level service for clients with the ultimate goal of delivering confidence through sound advice. With a background in engineering, he has a precise and calculated approach to problem solving as well as an ability to translate high-level financial terms to understandable language.
Porter is a graduate of the University of Oklahoma College of Engineering. He is an avid community advocate and can be found serving with the Ronald McDonald House Charities of Oklahoma City, supporting our friends at Hope is Alive, or attending a show at the Oklahoma City Civic Center.
He has two children, Carter and Olivia. He looks forward to leading Oklahoma Financial Center into 30+ more years of growth and success providing financial plans and advice to entrepreneurs and families throughout Oklahoma.
Recognitions:
#2 on 2023 AdvisorHub® 50 Next Gen Advisors To Watch**
#186 on 2024 AdvisorHub® 250 Advisors To Watch Under $1 Billion***
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
**The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 50 Next Gen ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% of candidates) were named 2023 AdvisorHub Advisors to Watch.
***The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 250 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% of candidates) were named 2024 AdvisorHub Advisors to Watch.