Wendy M Cundari
Wendy M Cundari
Vice President, Wealth Management
(858) 487-1880 Ext. 3201

344 F St
Chula Vista, CA 91910
M,T,Th,F: 9am-5pm; W:10am-5pm
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320 B St
San Diego, CA 92101
M,T,Th:830am-4pm; W:10am-4pm;F:830am-5pm
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306 Broadway
El Cajon, CA 92021
M,T,Th,F:9am-5pm; W:10am-5pm:Sat:9am-2pm
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CA Ins. License #: 0A32064

My Background

Over the last 20 plus years, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time - - while maintaining consistency with their individual comfort level, investment timeline and goals. Working together, I can help you create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life. I received my Bachelor of Arts Degree in Social Sciences (Economics, Psychology, and Sociology) from California State University San Marcos.

As a partner of Wheelhouse Credit Union, I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.


Professional Services
  • Retirement Planning
  • 401(k) Planning
  • Wealth Management
  • Portfolio Management
  • Long Term Care Insurance
  • Retirement Income Planning
  • Investment Management
  • Education Funding
  • Comprehensive Financial Guidance
  • General Investment Management