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Virginia K

CFP®, Series 63

Culpeper, VA

Wells Fargo Advisors

Virginia Koontz is a CFP®-certified financial advisor with 11 years of industry experience, currently with Wells Fargo Advisors. She previously worked at Steward Partners and Raymond James Financial Services. Outside of her advisory work, Koontz serves as Treasurer for PlayDate, Inc., a nonprofit children's museum, and manages a horticulture and floral design business, Hoot Owl Hollar Farm, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations delivered through meetings and summary reports.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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