DEL MAR, CA, December 4, 2013 – Pacific Wealth Management®, an independent boutique wealth management firm that provides investment management services to preserve and grow wealth, today announced that Justin C. Kuntz has joined the firm as Wealth Advisor. With the firm continuing to grow, Mr. Kuntz will be expanding Pacific Wealth Management’s retirement planning services for high-net-worth business owners and executives within the technology industries.
As the latest addition to the firm, Justin Kuntz will be working closely with the Director of Financial Planning, Justin Reckers, CFP®, CDFA. Although co-founders, Mark Hill, CFP®, CDFA and James Kuntz, CIMA have no plans for retirement, they have always sought to ensure the long-term continuity of the firm and these two exceptional young professionals will be vital to Pacific Wealth Management’s strategic succession planning in the decades ahead.
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. www.pacwealth.com
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.
Romy M. Brown
Pacific Wealth Management