Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Kuntz is a registered Investment Advisor Representative with Towneley Capital Management, Inc. Tracy has been in the financial services industry since February 1985. Tracy is a Certified Financial Planner and holds a Series 65 license. Tracy is located in Laguna Hills, California, and is registered to do business in California and Texas. Tracy specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Tracy is also a director for Allvuz Technologies, Inc., a provider of electronic security products and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/19/2013 - Present
Towneley Capital Management, Inc. (LAGUNA HILLS CA)
Active
Inactive
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