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 19 years of industry experience. He holds the Series 66 designation and has worked at Sowell Financial Services and Concert Wealth Management prior to joining his current firm in 2017. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring strategies based on wealth, income, age, risk tolerance, and financial needs. The firm manages approximately $110 million in discretionary assets for around 180 U.S. clients and emphasizes diversified portfolios with infrequent trading to limit costs and tax impacts.