Experienced guidance for all financial decisions in your life
Having two generations of our family on board as Certified Financial Planner™ professionals ensures that our family legacy of providing sound financial guidance can continue well into the future.
The result is a powerful combination of knowledge and perspectives. As a financial industry veteran with 35 years of experience, Gene Hunziker has navigated through many different market and economic environments, while Ann Hunziker is a magna cum laude graduate of the prestigious Driehaus College of Business at DePaul University. Gene and Ann Hunziker are both Certified Financial Planner™ professionals and adhere to the CFP® Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Every individual and family has had their own unique path to wealth, but what they have in common is that their financial matters require comprehensive, proactive planning and deserve thorough, concierge-level service. That’s exactly what we provide – just as we have done for more than 30 years.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.