As a CERTIFIED FINANCIAL PLANNER™ practitioner at Equity Planning, Inc., Hunter’s mission is to help individuals, families and businesses work toward the financial future they envision by providing comprehensive financial planning. He uses a disciplined process to help clients identify goals, analyze their current financial situation, implement recommendations and continuously monitor their financial plan. Previously, Hunter was a financial planner at Merrill Lynch Wealth Management before making the move to Equity Planning, Inc.
Hunter served 4 years in the United States Marine Corps during which he was responsible for managing the budget for his battalion. He was honorably discharged as a Sergeant and continued working towards his business degree.
He graduated from Hawaii Pacific University, with a B.S. in General Business and earned his Chartered Financial Consultant (ChFC®) designation in advanced financial planning from The American College of Financial Services. He also completed the CERTIFIED FINANCIAL PLANNER™ coursework through The American College of Financial Services. He holds Series 7 and 66 registrations and Life/Health Insurance license.
Hunter resides in Bethesda, MD and in his spare time, he enjoys skiing, golf, fishing and working out.