Bart Gunter,
CIMA®, CFP®, CPWA®, CPFA®, CLU®, AEP®, MSFS® Wealth Advisor, RJFSBarton “Bart” Gunter is a registered principal with Raymond James Financial Services. He attained his Certified Financial Planner® certification, Certified Investment Management Analyst®,, Certified Private Wealth Advisor®,, Chartered Life Underwriter and Accredited Estate Planner designations, reflecting his expertise in financial planning and wealth management. Bart received his Bachelor of Business Administration in electrical engineering route to business degree from the University of Texas at Austin. He also holds a Master of Science degree in financial services from American College and has over 21 years’ experience in wealth management and financial services.
As an independent wealth advisor, Bart works with you to develop a customized and flexible financial plan designed to address the goals of you and your family. His primary areas of expertise include financial planning, investment management, risk management, debt management, estate and legacy planning.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.