PRLog - Apr. 4, 2012 - SOLANA BEACH, Calif. -- 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, has been named a Five Star Wealth Manager for 2012.
Jim Kuntz updated
This designation puts Kuntz in the top three percent of wealth managers in San Diego. Honorees were chosen based on a survey of peers in the financial management industry and 68,000 high-net worth consumer households in San Diego County, and San Diego Magazine subscribers.
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.
“Jim’s strategy and advice are highly valued by our clients, and now for the third time recognized by his peers and community,” said Mark Hill, CFP®, CDFA, Managing Director of Pacific Wealth Management, and Kuntz’s partner. “We’re extremely proud that Jim has been recognized with this honor.”
Kuntz, along with Hill, formed Pacific Wealth Management in 1998 to help high-net worth individuals, families, corporations and foundations preserve and grow wealth. The firm utilizes Proactive Asset Management, a proprietary asset management system in which risks are continuously evaluated and assets are actively managed to achieve optimum results. This model has benefitted clients even during the last decade’s most tumultuous market situations.
The partners founded Pacific Wealth Management after long and successful careers with large wire house firms. They opened their own company after determining that client assets would perform better if managers could invest in a wider variety of asset classes while having access to a limitless supply of unbiased research – two features unavailable at a typical large firm. www.pacwealth.com
Kuntz and his family live in the North County Coastal area of San Diego, CA.
Financial Planning and Investment Advisory Services offered through Pacific Wealth Management, LLC, a Registered Investment Advisor in the State of California. Securities offered through Girard Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Girard Securities, Inc. and Pacific Wealth Management, LLC are not affiliated.