![James C. Kuntz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. James C.
Kuntz is a Founder at Pacific Wealth Management LLC.
He began his investment advisory career in 1982 as a financial consultant with EF Hutton.
He earned a Bachelor's degree in finance and business from Rutgers University.
He also obtained the Certified Investment Management Analyst accreditation from the Wharton School of Business at the University of Pennsylvania, through the Investments and Wealth Institute.
He holds the FINRA Series 3, 7, 8, 63, and 65 financial services licenses as well as California life and disability insurance licenses.
| Sociétés | Poste | Début |
|---|---|---|
Pacific Wealth Management LLC
 Pacific Wealth Management LLC Investment ManagersFinance PacWealth uses asset allocation strategies for portfolio management called Proactive Asset Management. The firm typically manages program accounts or otherwise provides investment advice focusing on one of the following investment objectives based on the client’s goals and risk tolerance: conservative, conservative growth, moderate, long-term growth, or aggressive growth. They focus on objective diversification, utilizing traditional and alternative investments to effectively manage risk. PacWealth actively participates in growth-oriented assets when risk is low and reduces exposure to growth assets when risk is high. | Directeur Général | 01/01/1998 |
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Entreprise privées
| Entreprise privées | 2 |
|---|---|
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pacific Wealth Management LLC
Pacific Wealth Management LLC Investment ManagersFinance PacWealth uses asset allocation strategies for portfolio management called Proactive Asset Management. The firm typically manages program accounts or otherwise provides investment advice focusing on one of the following investment objectives based on the client’s goals and risk tolerance: conservative, conservative growth, moderate, long-term growth, or aggressive growth. They focus on objective diversification, utilizing traditional and alternative investments to effectively manage risk. PacWealth actively participates in growth-oriented assets when risk is low and reduces exposure to growth assets when risk is high. | Finance |
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