Two generations focused on you and your family

Hunziker & Associates | Raymond James

At Hunziker & Associates, you will find a father-daughter team of Certified Financial Planner™ professionals. The combination of Gene Hunziker’s accrued financial wisdom and Ann Hunziker’s active role in researching and selecting investments for client portfolios creates complementary capabilities that serve you well. Having Ann on board also ensures that our family legacy of providing sound financial guidance can continue well into the future.

Unlike other financial practices, we do not have a sales emphasis. We don’t do sales seminars or advertising. Instead, our time and resources are consumed with the constant review of the financial markets and the management of our clients’ assets in a manner consistent with their plans.

We’re financial professionals. We take care of everything for you, from attending meetings with your attorney to working with your accountant, all while delivering a high level of attentive service, a well-structured wealth management plan and a thorough analysis of your overall financial picture.

Our clients have come to appreciate our dedication to a job well done. We take pride in our competence and professionalism – both of which are the results of decades of experience and an ongoing commitment to you.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.