Justin Kuntz

Managing Director, Wealth Advisor @Pacific Wealth Management

San Diego County, CA, US
EMAILS
j••••••••@pacwealth.com
MOBILE NUMBERS
+18•••••••66

Signup · Get unlimited contacts

WORK HISTORY

Nov 2013 — Present

Managing Director, Wealth Advisor @Pacific Wealth Management

View department →

San Diego, CA, US

Financial Planning and Investment advisory services offered through Pacific Wealth Management, LLC,Registered Investment Advisor.All third party posts are the responsibility of their respective authors. These opinions and information aresubject to change at any time without notice or obligation of notification. The information is intended forinformational purposes only and is not intended to provide tax, legal, or investment advice.

EDUCATION

2010 — 2010

University of California Siena Study Center

Italian, Art History

2007 — 2011

University of California, Davis

Bachelor of Arts, Economics

SKILLS

Wealth ManagementInvestment AdvisoryPortfolio ManagementSecuritiesCrmPhotoshopMutual FundsFinanceInvestment StrategiesFinal Cut ProFixed AnnuitiesRetirement PlanningMicrosoft OfficeInvestmentsMarket ResearchAsset ManagementFinancial AdvisorySeries 7

ABOUT JUSTIN KUNTZ

I help high net worth individuals retire early and avoid paying taxes. I offer a comprehensive array of financial planning resources and proven asset management services to high-net-worth individuals around the U. S. My team and I deliver a wide range of retirement-planning expertise, with a focus on wealth preservation, to both business owners and executives within the technology and defense contractor industries as they contemplate the next chapter in their lives.Justin has passed the FINRA Series 7, 66 financial services examinations, holds a Life and Disability insurance license from the State of California, and is a CERTIFIED FINANCIAL PLANNER™ professional.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Justin Kuntz — Email, Phone Number & Contact Info | Unifers