Chad Kunc Email and Phone Number
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Chad Kunc personal email
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I don’t ever find myself satisfied with the status quo. I am always seeking an improved and more efficient way to make people’s lives better.One of the greatest influences which impacted my decision to create CPK Wealth Management, was reflecting on all the sacrifices my parents made while raising me and my older brother. I grew up in a small town in Central Iowa and our family didn’t have a lot. My parents wanted more than anything to create an opportunity for their kids to have a life that was better than their own. When I built CPK Wealth Management, my goal was to give clients all across the country a transparent investment management solution that embraced a culture of trust and unlimited opportunity for success. I want this message to reach the people who find themselves at a point in life where they’ve done their best to accumulate the resources they have, and they want to transition into retirement with dignity and confidence. Chad Kunc, Owner & Founder of CPK Wealth Management, firmly believes in and supports his fiduciary role as a Registered Investment Advisor. As such, CPK Wealth Management, LLC provides a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. The firm eliminates the restrictions and hurdles of larger firms allowing advisors to truly act as a fiduciary and do what is in the best interest of the client at all times.*CPK Wealth Management does not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. chadk@cpkwealth.com www.cpkwealth.com
Cpk Wealth Management
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CeoCpk Wealth Management May 2018 - PresentFort Myers, Florida, UsOur clients are driven professionals, located across the U.S., within ten years of retirement or are already retired. They are very active in their community and personal lives, have successfully saved more than a half million dollars for retirement and share a common desire to live long, prosperous and healthy lifestyles comprised of stimulating and memorable activities with family and friends.Their need for convenience, time-efficiency, lower costs and improved communications has driven many to embrace a more practical and beneficial online advisory solution. This fulfills their desire to have a stronger and more involved relationship without sacrificing their value of professional advice. They are not comfortable making investment decisions and prefer to engage an experienced advisor who will collaborate with their tax and estate professionals to review, manage and suggest changes that maximize the benefits of their financial plan.Our clients want a trusted advisor who will work tirelessly on their behalf to retain the wealth they have accumulated, properly protect it and skillfully transfer it in their absence for free use and enjoyment to their heirs and supported organizations.
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Financial AdvisorWells Fargo Advisors Mar 2004 - May 2018St. Louis, Missouri, UsFinancial advisor and active portfolio manager of discretionary portfolios for consumer investment. -
OwnerKunc Vending Jul 1997 - Jan 2004Provided food and beverage vending service to businesses located in Iowa.
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CarpenterCk Construction Jun 1995 - May 1997Remodeled residential properties.
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Record PromotionsRca Records Jan 1994 - Dec 1994New York, Ny, UsContacted all small market radio stations to increase record rotation and help move our artists up the weekly Billboard rankings.
Chad Kunc Skills
Chad Kunc Education Details
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The Art InstitutesMusic And Video Management
Frequently Asked Questions about Chad Kunc
What company does Chad Kunc work for?
Chad Kunc works for Cpk Wealth Management
What is Chad Kunc's role at the current company?
Chad Kunc's current role is Client-Focused Advisory Firm | CEO at CPK Wealth Management | Father of 2 | Country Singer.
What is Chad Kunc's email address?
Chad Kunc's email address is ch****@****att.net
What is Chad Kunc's direct phone number?
Chad Kunc's direct phone number is +164175*****
What schools did Chad Kunc attend?
Chad Kunc attended The Art Institutes.
What are some of Chad Kunc's interests?
Chad Kunc has interest in Singing Music, Travelling, Golfing, Playing Drums, Family And Friends, Exercising And Working.
What skills is Chad Kunc known for?
Chad Kunc has skills like Retirement Planning, Estate Planning Strategies, 401k Rollovers, Social Security, Variable Annuities, Long Term Care Insurance, Life Insurance, Liquidity Management, Investment Planning, Mutual Funds, Exchange Traded Funds, Asset Allocation.
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