SAN DIEGO, CA, September 16, 2016 – Pacific Wealth Management® is pleased to announce that Justin C. Kuntz, CFP® has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner and CFP marks in accordance with the CFP Board certification requirements. Mr. Kuntz has worked at Pacific Wealth Management, in Del Mar Heights since 2013 and is responsible for Financial and Retirement Planning to technology professionals throughout California.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Financial Planning and Investment advisory services offered through Pacific Wealth Management, LLC, Registered Investment Advisor. Securities offered through Girard Securities, Inc., Member FINRA, SIPC. Pacific Wealth Management, LLC and Girard Securities, Inc. are not affiliated.
Romy M. Brown
Pacific Wealth Management, LLC