Our difference is in the details
Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and the reasons why you should give serious consideration to hiring the advisors at Hunziker & Associates.
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The combination of Gene Hunziker’s accrued financial wisdom, together with Ann Hunziker’s strong knowledge of investment management and use of technology to enhance client presentations, creates a powerful team. They have both attained the prestigious CFP® certification, one of the most respected financial planning credentials.
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The Hunziker family legacy of serving clients is ensured, as Gene’s daughter, Ann, serves as a co-leader of the group. Having the father/daughter team of Gene and Ann Hunziker ensures that the Hunziker family tradition of providing sound financial guidance can continue for the families we serve today and for the generations to come.
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Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” As Certified Financial Planner™ professionals, Gene and Ann Hunziker have both attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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As fiduciaries, we are held to the highest standard of responsibility. It means we act in the best interests of our clients, continuously, comprehensively and completely at all times. Not all financial advisors are fiduciaries – it’s an important difference.
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Our focus is on managing your portfolio, not marketing ourselves. We don’t grow our business by focusing on sales or marketing. We devote our full attention to managing and preserving your wealth, not to building ours. We devote our time to attending meetings with investment managers, not focusing on hosting sales events to attract prospective clients. Our priority is the prudent management of our clients’ assets.
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We tailor our financial plans and investment portfolios to the unique needs of each client. At Hunziker & Associates, a cookie cutter approach does not cut it – and never will.
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We are not owned by a large firm with obligations to shareholders or corporate profits. Because we are independent, we are not tied to any particular group of investment products or strategies. Our recommendations are based solely on our clients’ individual situations. We select the investments that work for you.
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We take care of everything for our clients, from attending meetings with their attorneys to working with their accountants, all while delivering a high level of attentive service, a well-structured wealth management plan and a thorough analysis of their overall financial picture.
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We explain our portfolio recommendations to our clients so they can be completely clear about what investments they own – and why. Furthermore, our fee structure is simple and transparent.
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Raymond James helps support our business in many important ways, including providing access to leading investment research; surrounding our team with experts on a broad range of client-oriented topics; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.
As one of the largest independent financial services firms in America, Raymond James enables us to offer you access to the robust resources and sophisticated products of an international investment services firm while never compromising our ability to focus on what’s most important: offering objective advice and putting your best interests first. It’s the best of both worlds.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.