Brent Hunsberger (CFP®)
Brent Hunsberger focuses in the
following client markets or areas of practice:
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Passive and index investing; ongoing financial planning and investment management; comprehensive financial planning, including tax planning, college planning, estate & generational planning, retirement planning, cash-flow management in retirement; high net-worth client needs, Health Savings Accounts, financial psychology/coaching.
Additional Information
Brent Hunsberger is a Certified Financial Planner™ and former personal finance columnist for The Oregonian, He believes individuals and families deserve impartial guidance as they plan their future and pursue their dreams. He approaches planning much as he did his columns: He tries to demystify high finance. He focuses on the three most important variables investors can control -- holding down costs, appropriately diversifying investments and developing a thoughtful plan.
NAPFA Start Date
May 22, 2014