Betsy Cunagin

CFP®, CRPC®

Parsec Financial

Senior Financial Advisor

Betsy Cunagin

CFP®, CRPC®

Parsec Financial

Senior Financial Advisor

I became a fee-only financial advisor because I wanted to help people and sleep well at night. - Betsy Cunagin, CFP®, CRPC®

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planningtrust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Betsy Cunagin is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor℠. She is also a member of the National Association of Personal Financial Advisors (NAPFA). Betsy holds a Bachelor of Arts in art history from Davidson College and she is a 2018 Leadership Asheville graduate. Prior to joining Parsec in 2016, Betsy managed high net worth family relationships at an independent multi-family office in New York. Her focus areas included estate planning and tax savings strategies, family governance and education of the younger generation. She relocated to Cape Town, South Africa, in 2013 where she worked to source partner non-profits in the local community. She began her career in wealth management in 1995 at a fee-only financial planning firm in Columbia, South Carolina. Betsy is a recent transplant to the Asheville area where she lives with her husband and three children.

Betsy Cunagin is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planning, trust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Female Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Betsy Cunagin is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Betsy Cunagin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CRPC - Chartered Retirement Planning Counselor
    Betsy Cunagin is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

Contact Betsy Cunagin

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Office Locations:

  • PO Box 2324
    Asheville, NC 28802

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