Robert E. HunterCERTIFIED 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 Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registererd investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC and, in PR as Equitable Network of Puerto Rico, Inc
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Pacific Coast Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable 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)