David Hunter (CFP®)
David Hunter focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
David is a Registered NAPFA Financial Advisor, the nation’s premier organization of comprehensive Fee-Only advisors. He has been recognized as a CERTIFIED FINANCIAL PLANNER™ since 2004 and has been working as a financial planner since 2002. He holds a Bachelor of Science degree in Business Administration with a focus in Financial Planning from Western Carolina University, where he serves on the Finance Advisory Board. To learn more about David and our team visit our website (link is on the left side of this page). http://www.horizonswealth.com
NAPFA Start Date
November 18, 2014