James Kuntz is Once Again Named One of San Diego's Top Wealth Advisors by onlineprnews

VIEWS: 1 PAGES: 1

									James Kuntz is Once Again Named One of San Diego's Top Wealth Advisors



Image Gallery




Pacific Wealth Management's James Kuntz is once again named one of San Diego's Top Wealth Advisors.

Online PR News – 27-March-2014 – James Kuntz, CIMA®, Managing Director of Pacific Wealth
Management ®, an independent boutique wealth management firm that provides investment management
services to preserve and grow wealth, once again, has been named a Five Star Wealth Manager by San
Diego Magazine.


Criteria for inclusion is rigorous and thorough, and includes rankings on industry-recognized lists, number of
clients served/client retention, educational background and professional designations, assets under
management, professional longevity, regulatory review, and impact his services have made on clients.


“For over 30 years I have watched Jim tirelessly work with his clients to help them achieve their financial
goals so it is no surprise to me that he should be recognized in this manner,” said Mark Hill, CFP, CDFA,
Managing Director of Pacific Wealth Management, and Kuntz’s partner. “We are extremely proud of his
achievement.”

Kuntz and his family live in the North County Coastal area of San Diego, CA.



Media Information
Romy M. Brown
rbrown@pacwealth.com
Http://www.pacwealth.com
12544 High Bluff Dr Ste 440
San Diego
CA
92130
United States




                                                      1/1

								
To top