AeroLeads people directory · profile
Gregory J Bunger, Ea, Cfp® Email & Phone Number
VP and Chief Compliance Officer
at
Kennedy Wealth & Tax Management, Inc.
1 work email found
@kennedywealth.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
VP and Chief Compliance Officer
Location
Southbury, Connecticut, United States
Company size
Who is Gregory J Bunger, Ea, Cfp®? Overview
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Quick answer
Gregory J Bunger, Ea, Cfp® is listed as VP and Chief Compliance Officer at Kennedy Wealth & Tax Management, Inc., a with 5 employees, based in Southbury, Connecticut, United States. AeroLeads shows a work email signal at kennedywealth.com and a matched LinkedIn profile for Gregory J Bunger, Ea, Cfp®.
Gregory J Bunger, Ea, Cfp® previously worked as VP & Chief Compliance Officer at Kennedy Wealth & Tax Management, Inc. and Tax Preparer at Kennedy & Company Pc. Gregory J Bunger, Ea, Cfp® holds Cfp® Certificate from College For Financial Planning.
Company email context
Email format at Kennedy Wealth & Tax Management, Inc.
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*@kennedywealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Gregory J Bunger, Ea, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Gregory J Bunger, Ea, Cfp®
Kennedy Wealth and Tax Management, Inc. is a Registered Investment Advisory firm that provides wealth and tax management services to individuals and families with complex planning needs and significant assets, typically in excess of $750,000. We specialize in helping clients approaching retirement, or in the early stages of retirement, by explaining their options and advising them on choices that help them feel secure. We have developed a unique process that helps you answer these important questions: - Do you understand how much your retirement will cost? - Will you have enough money to live independently for the rest of your life? - How can you optimize your various sources of retirement income? - What happens to your legacy after you’re gone?Our investment philosophy stresses a disciplined, long-term and efficient approach to investing. Our thorough understanding of the tax laws sets us apart from most financial advisers and helps us design tax efficient distribution strategies for our clients.Our goal is to help clients find clarity in a world full of complex financial problems.
Listed skills include Retirement Planning, Financial Planning, Investment Advisory, International Tax, and 3 others.
Current workplace
Gregory J Bunger, Ea, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Kennedy Wealth & Tax Management, Inc.
4 roles
Gregory J Bunger, Ea, Cfp® work experience
A career timeline built from the work history available for this profile.
Vp & Chief Compliance Officer
Current
Kennedy Wealth & Tax Management, Inc.
Kennedy Wealth and Tax Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kennedy Wealth and Tax Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kennedy Wealth and Tax Management, Inc. unless a client service agreement is in place.
Sep 2014 - Present
Tax Preparer
Current
Kennedy & Company Pc
Dec 2004 - Present
Investment Advisor Representative
Jan 2007 - Sep 2014
2 education records
Gregory J Bunger, Ea, Cfp® education
Cfp® Certificate
B.A.
FAQ
Frequently asked questions about Gregory J Bunger, Ea, Cfp®
Quick answers generated from the profile data available on this page.
What company does Gregory J Bunger, Ea, Cfp® work for?
Gregory J Bunger, Ea, Cfp® works for Kennedy Wealth & Tax Management, Inc..
What is Gregory J Bunger, Ea, Cfp®'s role at Kennedy Wealth & Tax Management, Inc.?
Gregory J Bunger, Ea, Cfp® is listed as VP and Chief Compliance Officer at Kennedy Wealth & Tax Management, Inc..
What is Gregory J Bunger, Ea, Cfp®'s email address?
AeroLeads has found 1 work email signal at @kennedywealth.com for Gregory J Bunger, Ea, Cfp® at Kennedy Wealth & Tax Management, Inc..
Where is Gregory J Bunger, Ea, Cfp® based?
Gregory J Bunger, Ea, Cfp® is based in Southbury, Connecticut, United States while working with Kennedy Wealth & Tax Management, Inc..
What companies has Gregory J Bunger, Ea, Cfp® worked for?
Gregory J Bunger, Ea, Cfp® has worked for Kennedy Wealth & Tax Management, Inc., Kennedy & Company Pc, and Cambridge Investment Research.
How can I contact Gregory J Bunger, Ea, Cfp®?
You can use AeroLeads to view verified contact signals for Gregory J Bunger, Ea, Cfp® at Kennedy Wealth & Tax Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Gregory J Bunger, Ea, Cfp® attend?
Gregory J Bunger, Ea, Cfp® holds Cfp® Certificate from College For Financial Planning.
What skills is Gregory J Bunger, Ea, Cfp® known for?
Gregory J Bunger, Ea, Cfp® is listed with skills including Retirement Planning, Financial Planning, Investment Advisory, International Tax, Estate Tax Planning, Insurance Planning, and Tax Preparation.
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