Pacific Wealth Management’s James Kuntz is once again named one of San Diego’s Top Wealth Advisors.
Online PR News – 27-March-2014 –James Kuntz, CIMA®, Managing Director of Pacific Wealth Management®, an independent boutique wealth management firm that provides investment management services to preserve and grow wealth, once again, has been named a Five Star Wealth Manager by San Diego Magazine.
Criteria for inclusion is rigorous and thorough, and includes rankings on industry-recognized lists, number of clients served/client retention, educational background and professional designations, assets under management, professional longevity, regulatory review, and impact his services have made on clients.
“For over 30 years I have watched Jim tirelessly work with his clients to help them achieve their financial goals so it is no surprise to me that he should be recognized in this manner,” said Mark Hill, CFP, CDFA, Managing Director of Pacific Wealth Management, and Kuntz’s partner. “We are extremely proud of his achievement.”
Kuntz and his family live in the North County Coastal area of San Diego, CA.
The partners, Kuntz and Hill, formed Pacific Wealth Management in 1998 to help high-net worth individuals, families, corporations and foundations preserve and grow wealth. The firm utilizes Proactive Asset Management™, a proprietary asset management system in which risks are continuously evaluated and assets are actively managed to achieve optimum results. This model has benefitted clients even during the most tumultuous market situations.
Financial Planning and Investment advisory services offered through Pacific Wealth Management, LLC, Registered Investment Advisor. Securities offered through Girard Securities, Inc., Member FINRA, SIPC. Pacific Wealth Management, LLC and Girard Securities, Inc. are not affiliated.