Jan 2020 - Present
AeroLeads people directory · profile
Tim Kuntz, Cfp® Email & Phone Number
We forge lifelong partnerships with busy, high-net-worth families and individuals, and lead them to achieve a life beyond what they thought possible.
at
Vantage Point Financial LLC
1 work email found
@upstreamip.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
We forge lifelong partnerships with busy, high-net-worth families and individuals, and lead them to achieve a life beyond what they thought possible.
Location
Greater Chicago Area, United States, United States
Who is Tim Kuntz, Cfp®? Overview
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Quick answer
Tim Kuntz, Cfp® is listed as We forge lifelong partnerships with busy, high-net-worth families and individuals, and lead them to achieve a life beyond what they thought possible. at Vantage Point Financial LLC, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at upstreamip.com and a matched LinkedIn profile for Tim Kuntz, Cfp®.
Tim Kuntz, Cfp® previously worked as Co-Founder, Managing Partner at Vantage Point Financial Llc and Holistic Wealth Manager at Upstream Investment Partners, Llc. Tim Kuntz, Cfp® holds Bachelors, Finance from Illinois State University.
Company email context
Email format at Vantage Point Financial LLC
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*@upstreamip.com
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AeroLeads found 1 current-domain work email signal for Tim Kuntz, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Tim Kuntz, Cfp®
We're a lot different than the average financial planner/wealth manager you're used to. As independent, holistic financial planners, it is our mission to guide clients to their unique, and most important life goals. And when they get there, the work we do as a team empowers them to live life with a fierce level confidence. We are Certified Financial Planners® and fiduciaries who hold firmly the belief that our clients’ interests come first. Always. Below are just a few major opportunities and risks our Elevated Retirement Plans(TM) are designed to help our clients address:✔Proactively reducing taxes now and throughout retirement✔Optimize risk within portfolios ✔Minimize or avoid the effect of stock market volatility and major market crashes✔Adaptive insurance planning to address changing needs surrounding death, disability, long term care, and insurance as an investment✔Estate planning to avoid huge financial disasters across generations✔Tax-efficient retirement income planning to keep more money in our client's pocketOur passion is enriching the lives of families through dedicated, integrated financial planning, and long-lasting relationships. Our clients have complimented us on our comprehensiveness, down-to-earth approach, and the advanced techniques we use to help them achieve their financial goals. Don’t take our word for it – give us a call or schedule a time to find out if we can help you too!Book a no obligation consultation here:331-204-6209Retirement@vptfinancial.comwww.vantagepoint-financial.comSpecialties: Investment Management, Portfolio Construction, Retirement Planning, Personal Finance, College Funding, Distribution Planning, Insurance, Tax Planning, Social Security Strategies, Fixed Income Alternatives, Estate Planning, Risk Management, Life Insurance, Bucket Planning, Entrepreneurship, Networking, Sales, Business Strategy, Public Speaking, Wealth Management, Management
Listed skills include Leadership, Financial Analysis, Customer Service, Banking, and 15 others.
Current workplace
Tim Kuntz, Cfp®'s current company
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10 roles
Tim Kuntz, Cfp® work experience
A career timeline built from the work history available for this profile.
Holistic Wealth Manager
Providing custom-tailored Holistic Financial Planning & Professional Investment Management for Individuals, Families, and Business Owners
Jan 2018 - Jan 2020
Wealth Strategist
-Assist in developing complex holistic financial planning strategies for entrepreneurs, families, and individuals-Implement sales and marketing strategies to develop new relationships, raise revenue, and deepen rapport with existing clients
Nov 2015 - Jan 2020
Vice President
Welgat Law, Llc
-Provide high-level administrative support throughout the process of constructing, executing, and implementing estate plans for a wide variety of families, individuals, and entrepreneurs
Jan 2015 - Aug 2017
Vice President
Welgat Wealth Management
-Provided support in service, administration, and research of client relationships and their relative goals, investments, and strategies-Assisted in developing critical company infrastructure and policy-Developed and implemented forward-observant strategies to foster sales growth, adherence to compliance, and better service to our clients
Jan 2014 - Nov 2015
Financial & Operations Manager
Rh Financial Group
-Assist in the modeling and construction of multiple diverse investment portfolios-Provide critical financial analysis of securities and portfolios of securities -Create analytical financial reports for clients and supervisors -Offer support in the progression of operational efficiency and consistency-Managed crucial operational tasks such as rebalancing.
Aug 2013 - Jan 2014
Specialist
-Manage the workflow of 8-15 employees to ensure efficient operations-Provide customers with technical support and training for multiple devices and systems-Initiative based work environment focused on leadership, multi-tasking, empowerment, and sales
Feb 2011 - Aug 2013
Financial Advisory Intern
Welgat Wealth Management, Llc.
-Supported in service, administration, and research of client accounts and relative investments -Assisted in developing company infrastructure and new policies-Attained concrete understanding of wealth management strategies and effective investment strategies
May 2012 - May 2013
Professional Teller
-Demonstrated leadership by exceeding expectations at sales and customer service
Sep 2010 - Dec 2010
Professional Senior Teller
-Lead a group of tellers to excellence in sales, operations, and customer service
May 2008 - Jul 2010
3 education records
Tim Kuntz, Cfp® education
Bachelors, Finance
Illinois State University
Master'S Equivalent In Pursuit Of Cfp Designation, Financial Planning, Investment Management, Tax Planning, Estate Planning
College For Financial Planning
Associate, Business/Commerce, General
College Of Dupage
FAQ
Frequently asked questions about Tim Kuntz, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tim Kuntz, Cfp® work for?
Tim Kuntz, Cfp® works for Vantage Point Financial LLC.
What is Tim Kuntz, Cfp®'s role at Vantage Point Financial LLC?
Tim Kuntz, Cfp® is listed as We forge lifelong partnerships with busy, high-net-worth families and individuals, and lead them to achieve a life beyond what they thought possible. at Vantage Point Financial LLC.
What is Tim Kuntz, Cfp®'s email address?
AeroLeads has found 1 work email signal at @upstreamip.com for Tim Kuntz, Cfp® at Vantage Point Financial LLC.
Where is Tim Kuntz, Cfp® based?
Tim Kuntz, Cfp® is based in Greater Chicago Area, United States, United States while working with Vantage Point Financial LLC.
What companies has Tim Kuntz, Cfp® worked for?
Tim Kuntz, Cfp® has worked for Vantage Point Financial Llc, Upstream Investment Partners, Llc, Welgat Law, Llc, Welgat Wealth Management, and Rh Financial Group.
How can I contact Tim Kuntz, Cfp®?
You can use AeroLeads to view verified contact signals for Tim Kuntz, Cfp® at Vantage Point Financial LLC, including work email, phone, and LinkedIn data when available.
What schools did Tim Kuntz, Cfp® attend?
Tim Kuntz, Cfp® holds Bachelors, Finance from Illinois State University.
What skills is Tim Kuntz, Cfp® known for?
Tim Kuntz, Cfp® is listed with skills including Leadership, Financial Analysis, Customer Service, Banking, Sales, Investments, Entrepreneurship, and Innovative Thinking.
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