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Hunter Houser, Fpqp® Email & Phone Number

Associate | Wealth Planner at Cerity Partners
Location: Raleigh, North Carolina, United States 8 work roles 1 school
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Current company
Role
Associate | Wealth Planner
Location
Raleigh, North Carolina, United States
Company size

Who is Hunter Houser, Fpqp®? Overview

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Quick answer

Hunter Houser, Fpqp® is listed as Associate | Wealth Planner at Cerity Partners, a company with 1282 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Hunter Houser, Fpqp®.

Hunter Houser, Fpqp® previously worked as Financial Planner at Cook Wealth and Client Services Associate at Cook Wealth. Hunter Houser, Fpqp® holds Associate Of Arts - Aa, Associates Of Arts from Wake Technical Community College.

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Email format at Cerity Partners

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Cerity Partners

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Profile bio

About Hunter Houser, Fpqp®

Passionate Financial Planner focused on helping individuals and families achieve financial security through personalized wealth management strategies. Dedicated to continuous learning and providing tailored financial advice that delivers long-term value.

Current workplace

Hunter Houser, Fpqp®'s current company

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Cerity Partners
Cerity Partners
Associate | Wealth Planner
Raleigh, NC, US
Employees
1282
AeroLeads page
8 roles

Hunter Houser, Fpqp® work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current

Raleigh, North Carolina, United States

Nov 2022 - Present

Client Services Associate

Raleigh, North Carolina, United States

Jul 2022 - Nov 2022

Financial Coordinator

- Management of reoccurring payment systems for existing balances and tracking CLV- Calculate and organize end of day revenue and patient acquisition.- Daily usage of SaaS applications to process payments, paperwork, and correspondence with patients. - Review, Record, and Update lab case information for patients, scheduling them accordingly.

Dec 2021 - Jul 2022

Admin - Front Office Associate

Wake Forest, North Carolina, United States

- Answers phone calls with patient inquiries varying from appointments, insurance, and treatment plans.- Schedules appointments corresponding with patient availability- Preform daily reviews of Insurance Verification Forms- Process and receive patient payments- Review and receive medical reports and release forms for doctor approval.

Sep 2021 - Jul 2022

Certified Training Manager

Raleigh

- Restructured and established a new developmental process for new hires. Enabling a more productive working environment.- Provided a leading role in development throughout the restaurant.- Communicated with managers, chefs, and servers efficiently throughout the restaurant to ensure customer satisfaction.

Jun 2016 - Jul 2021

Server

Pho 919

Morrisville, NC

- Presented menus to guest and answered questions about menu items in an informative and helpful manner.- Efficiently communicated with kitchen staff about customer allergies, dietary needs, and other special requests. - Accurately recorded orders and ensured customers satisfaction.

Jul 2015 - Jun 2016

Server

Preston Pointe

Cary, NC

- Demonstrated excellent attention to detail by taking an independent initiative to assist the elderly.- Consistently communicated with residence to ensure their happiness and well-being while dining. - Personally connected with the residents and created relationships to understand their needs.

Sep 2014 - Aug 2015
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →

1 education record

Hunter Houser, Fpqp® education

FAQ

Frequently asked questions about Hunter Houser, Fpqp®

Quick answers generated from the profile data available on this page.

What company does Hunter Houser, Fpqp® work for?

Hunter Houser, Fpqp® works for Cerity Partners.

What is Hunter Houser, Fpqp®'s role at Cerity Partners?

Hunter Houser, Fpqp® is listed as Associate | Wealth Planner at Cerity Partners.

Where is Hunter Houser, Fpqp® based?

Hunter Houser, Fpqp® is based in Raleigh, North Carolina, United States while working with Cerity Partners.

What companies has Hunter Houser, Fpqp® worked for?

Hunter Houser, Fpqp® has worked for Cerity Partners, Cook Wealth, Triangle Family Dentistry, The Capital Grille, and Pho 919.

Who are Hunter Houser, Fpqp®'s colleagues at Cerity Partners?

Hunter Houser, Fpqp®'s colleagues at Cerity Partners include Robert S., Brandon Knight, Justin Topping, Cfa, Vince Mazzone, and Nicholas Wheeler.

How can I contact Hunter Houser, Fpqp®?

You can use AeroLeads to view verified contact signals for Hunter Houser, Fpqp® at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Hunter Houser, Fpqp® attend?

Hunter Houser, Fpqp® holds Associate Of Arts - Aa, Associates Of Arts from Wake Technical Community College.

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