Andrew Hunt (CFP®, MBA)
Andrew Hunt focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
I specialize in working with women business leaders and women in transition from the loss of a spouse. I also often work with business leaders who, through investment or compensation, have accumulated a concentrated ownership in a business.
Additional Information
I am a Partner at Hiley Hunt Wealth Management, a fee-only registered investment advisor based in Omaha, Nebraska. Previously, I served in leadership at a Nebraska based, Federally Chartered Credit Union and served as the President of a Wealth Management firm which I founded.
My passion is for teaching and consulting with clients on a range of complex financial planning topics including asset allocation, investment management, estate and trust planning, planned giving, risk management, and tax strategy. I frequently lead workshops throughout the community on investing, well-being, and behavioral finance (the intersection between investor behavior and investment performance).
I earned a bachelor's degree in accounting and a master's degree in business administration from the University of Nebraska at Omaha. I also received a Certificate in Financial Planning from Boston University and I am a CERTIFIED FINANCIAL PLANNERTM. In 2012, I was honored by the Midlands Business Journal to be included as a member of the 40 under 40 award winners.
My wife Liz and I live in Omaha. We are active in the community through the Omaha Venture Group, Omaha Street School, and Lifegate Church.
NAPFA Start Date
July 13, 2015