Chad Kunc Email & Phone Number
CEO @ CPK Wealth Management
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Chad Kunc Location
- Fort Myers, FL, US
Chad Kunc Work
- 2018 -now CEO @
- 2004 -2018 Financial Advisor @
Chad Kunc Education
- The Art Institutes
Associates in Applied Science (Music and Video Management)
1995-1997
Chad Kunc Skills
- Multi-generational wealth transfer
- Tax-Free Income
- Individual Retirement Accounts (IRA)
- Wealth Management Services
- Wealth Management
- Estate Planning
- Investments
- Portfolio Management
- Risk Management
- 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
- Fixed Annuities
- Florida Domicile
- Strategy
- Project Management
- Training
Chad Kunc Summary
- Chad Kunc, based in Fort Myers, FL, US, is currently a CEO at CPK Wealth Management. Chad Kunc brings experience from previous roles at Wells Fargo Advisors. Chad Kunc holds a 1995 - 1997 Associates in Applied Science in Music and Video Management @ The Art Institutes. With a robust skill set that includes Multi-generational wealth transfer, Tax-Free Income, Individual Retirement Accounts (IRA), Wealth Management Services, Wealth Management and more. Chad Kunc has 1 emails and 2 mobile phone numbers on RocketReach.
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