CPK Wealth Management LLC 12381 South Cleveland Ave, Fort Myers, Florida, 33907
Posted on December 12, 2018 / 133
CPK Wealth Management LLC
Listing Type : Financial Advisor
Phone : 239-230-2177
Payment Methods : Master Card, Credit Card, American Express, Invoices, Visa Card
Keywords : You belong here
Opening Hours
  • Monday-Friday 9AM-5PM, Saturday Appointment Only, Sunday Closed

In recent years, the financial industry has been moving further away from the traditional large brokerage firms and closer to the Registered Investment Advisory world. With more focus being put on the fiduciary role of the advisor, large firms are being pushed to transform their business models to align with this new regulatory environment. However, Registered Investment Advisors have been held to these high standards from the beginning. Our founder Chad Kunc, started his career with a large brokerage firm. After seeing first hand the disadvantages for both the clients and the advisors that came from being associated with such firms, he recognized the need to provide a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. In doing so, he created CPK Wealth Management, LLC. The firm was built to offer clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity in every aspect of the process.

    There are no review yet, why not be the first.
    Leave a review
    Criteria 1: Criteria 2: Criteria 3:
    Related Listings