Barton Gunter CIMA®, CFP®, CPWA®, CPFA®, CLU®, AEP®, MSFS®
LPL Registered Principal - LPL Financial Advisor
Barton “Bart” Gunter is a registered principal of LPL Financial. Having attained his Certified Financial Planner™, Certified Investment Management Analyst®, Certified Private Wealth Advisor®, Chartered Life Underwriter, and Accredited Estate Planner designations. Bart received his "Bachelor of Business Administration (BBA) in Electrical Engineering route to Business" degree from the University of Texas at Austin. He also holds a "Masters of Science in Financial Services" from American College and has over 21 years experience in wealth management and financial services.
As an independent wealth manager, I work with you to develop a customized and flexible financial plan that will address the goals of you and your family. Depending on your specific needs, strategies are developed that address various objectives including: investments, retirement, risk management, estate and legacy planning, and business succession.
Bart's primary areas of expertise include financial planning, investment management, risk management, debt management, estate and legacy planning.