Chad Kunc
Client-Focused Advisory Firm | CEO at CPK Wealth Management | Father of 2 | Country Singer
- Role
- CEO at Cpk Wealth Management
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
About Chad Kunc
I don’t ever find myself satisfied with the status quo. I am always seeking an improved…
Experience
CEO
May 2018 — Present · Fort Myers, FL, US
Our clients are driven professionals, located across the U.S, within ten years of retirement or are already retired. They are very active in their community and personal lives, have successfully saved more than a half million dollars for retirement and share a common desire to live long, prosperous and healthy lifestyles comprised of stimulating and memorable activities with family and friends.Their need for convenience, time-efficiency, lower costs and improved communications has driven many to embrace a more practical and beneficial online advisory solution. This fulfills their desire to have a stronger and more involved relationship without sacrificing their value of professional advice. They are not comfortable making investment decisions and prefer to engage an experienced advisor who will collaborate with their tax and estate professionals to review, manage and suggest changes that maximize the benefits of their financial plan.Our clients want a trusted advisor who will work tirelessly on their behalf to retain the wealth they have accumulated, properly protect it and skillfully transfer it in their absence for free use and enjoyment to their heirs and supported organizations.
Education
The Art Institutes
Associates in Applied Science
1995 — 1997
Skills
- Fixed Annuities
- Exchange Traded Funds
- Investment Planning
- Asset Allocation
- Mutual Funds
- Retirement Planning
- 401k Rollovers
- Florida Domicile
- Liquidity Management
- Life Insurance
- Social Security
- Long Term Care Insurance
- Variable Annuities
- Estate Planning Strategies
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