san diego wealth advisor

News from Pacific Wealth Management

by Jim Kuntz on November 25, 2014

DEL MAR, CA, November 25, 2014 – Pacific Wealth Management®, a Del Mar, CA-based independent wealth management firm providing investment management services to preserve and grow wealth, is pleased to announce another successful and sold-out National Multiple Sclerosis Society Dinner Gala Auction on November 22nd. This 28th Annual MS Dinner Auction raised more than $500,000 toward creating a world free of MS.
This was Pacific Wealth Management’s fourth year as title sponsor for this wonderful event. “We admire the Pacific South Coast Chapter of the National MS Society and the work they do to improve the quality of life for people affected by MS in San Diego, Orange and Imperial Counties and Hawaii, along with fund raising for critical MS research,” said Mark Hill, CFP®, CDFA, co-founder of Pacific Wealth Management. “The partnership is our demonstration and commitment of support to the San Diego community, and our colleague Justin Reckers.”

James Kuntz, CIMA and partner Hill, founded 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 ™, an effective proprietary asset management discipline to manage risk while achieving 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.

Press Release http://pitch.pe/1zqr4rZ

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.