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Financial Planning

CPK Wealth Management LLC

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About

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.
Ph.NO: 239-230-2177

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CPK Wealth Management LLC
CPK Wealth Management LLC
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cpkwealth is the Co-Owner of this website with listing(s) in the Financial Planning category, and belongs to category(s) with a total of 1 listing(s).
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  • Submitted Sep 26, 2019

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Author: cpkwealth

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    Member Group: Basic Member
    Registered: Sep 26, 2019
    Last seen: Sep 26, 2019 - 5:24 am
    Links Submitted: 1 link all categories
    Total Comments: 0 comment posts
    Location: 12381 South Cleveland Ave, Suite 102, Fort Myers, FL 33907, USA

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