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DJ Hunt (CFP®)

DJ Hunt focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

DJ is a CERTIFIED FINANCIAL PLANNER™ professional who joined the firm in 2020 after relocating from Amarillo, Texas, where he was born and raised. He has been serving clients in various areas of financial planning, investment management and banking since 2001. DJ's clients include working professionals, business owners and retirees.

DJ’s expertise lies in the areas of investment management and retirement model development. This involves working with clients to establish a customized investment portfolio strategy to match their goals and risk tolerance, optimizing asset allocation to plan sustainable withdrawal rates, and monitoring portfolio performance.

Additional Information

In addition to his professional duties, DJ enjoys actively volunteering in his community and church, having served on various non-profit boards. Most recently, he was President and Chairman of the Epilepsy Foundation – TX.  He also has a life-long dedication to martial arts, holding a 5th degree black belt in Taekwondo.

DJ graduated from West Texas A&M University with a BBA in Finance in 1999 and earned a Certificate in Financial Planning from Boston University in 2015. He and his wife Tiffany have two teenage children.

NAPFA Start Date

August 21, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

6767 N Wickham Rd Ste 500 Melbourne, FL 32940-2027 Phone: (321) 253-5400 Fax: (407) 869-6558
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