Robert E. Hunter

CERTIFIED FINANCIAL PLANNER™ Professional

 

 

Robert E. Hunter, CFP®, MSBA

CERTIFIED FINANCIAL PLANNER™ Professional

Robert is a CERTIFIED FINANCIAL PLANNER™ professional and has over twenty-five years of experience in the wealth advisory profession.  With Pacific Coast Wealth Strategies and prior tenure at Ernst & Young, Robert advises clients on the practical use of their financial resources to effectively accumulate, protect, and distribute wealth according to family goals.

Robert has also served as an Adjunct Professor in the MBA / Certificate in Financial Planning program at Cal Lutheran University and as a financial education instructor for the San Diego Chargers’ rookie players in connection with the annual mandatory NFL Life Skills Training program.

Robert received his MSBA in Financial and Tax Planning from the San Diego State University Fowler College of Business and his BS in Finance from the Arizona State University W.P. Carey School of Business.  He also holds the distinguished CFP® (CERTIFIED FINANCIAL PLANNER™) designation.

CA Insurance Lic #0B08235

 

 

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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and, in Puerto Rico as AXA Network of Puerto Rico, Inc

AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Pacific Coast Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.

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CERTIFIED FINANCIAL PLANNER™

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-143494 (5/19) (Exp. 5/24)