Tracy Ann  Kuntz,  CFP<sup>&reg;</sup> - Financial Advisor

Tracy Ann Kuntz, CFP®

President

Towneley Capital Management, Inc.

23197 La Cadena Dr, Ste 103
Laguna Hills, CA 92653
(800) 545-4442

General

Tracy Ann Kuntz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Towneley Capital Management, Inc. in Laguna Hills, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment Management, Employee Benefits, Life Planning, Retirement

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Helpful Financial Planning Resources