Wealthcare
Kevin Hunt has extensive experience in financial analysis and onboarding at Wealthcare Capital Management since October 2016, contributing as both an Onboarding Specialist and Financial Analyst. Prior to this role, Kevin worked at SNL Financial as an Analyst in Energy Product Operations from November 2015 to October 2016. Kevin's earlier experience includes serving as a Team Lead at EquityMetrix, LLC, from July 2013 to August 2015, where responsibilities included project coordination, team training, and quality assurance oversight. Kevin also held the position of Lease Analyst, focusing on analyzing land data and resolving errors to enhance asset value for clients. Kevin earned a Bachelor of Science in Economics from Auburn University between 2009 and 2013.
Wealthcare
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk