Ronald Hunt is a financial advisor at Hunt Wealth Management in Concord, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sowell Financial Services, LLC and Concert Wealth Management, Inc. since 2017, he has been with Hunt Wealth Management. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring recommendations based on each client’s financial profile. The firm manages approximately $110 million in discretionary assets for about 180 clients and focuses on diversified portfolios with an emphasis on limiting transaction costs and tax impacts through infrequent trading.

David Hunt is a financial advisor at Hunt Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup Global Markets and Concert Wealth Management. Since 2017, he has been with Hunt Wealth Management Group, INC. Hunt Wealth Management provides discretionary investment management to approximately 180 individual clients, focusing on diversified portfolios of stocks, bonds, ETFs, and cash based on macroeconomic analysis and current market conditions. The firm emphasizes individualized trading, low transaction frequency, and integrates financial planning without separate billing.