David Hunter, CFP®
Horizons Wealth Management was incorporated in 2007 and has two principals, Glen J. Martin and David S. Hunter.
David is a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA), the nation’s premier organization of comprehensive Fee-Only advisors. He has been recognized as a CERTIFIED FINANCIAL PLANNER™, since 2004 and has been working as a financial planner since 2002. He holds a Bachelor of Science degree in Business Administration with a focus in Financial Planning from Western Carolina University, where he serves on the Finance Advisory Board.
David attended Western Carolina on a full athletic scholarship, where he played quarterback for the Catamounts. During his college career, he excelled both on and off the field, and he attributed much of his success as a financial planner to the discipline and perseverance he learned as a student-athlete.
David is an outgoing individual who works diligently to develop strong relationships with every client. He listens carefully to clients’ financial concerns, fears, goals, and future plans so he can identify clients’ needs and create sound solutions. He has almost two decades of experience assisting clients with every aspect of financial planning, such as asset management, retirement planning, tax planning, and estate planning.
David enjoys leading clients through goal setting and then implementing their financial and investment plans. Because he wants clients to get the most comprehensive service, he also works closely with clients’ other professionals, such as their attorneys and accountants. One of his passions is helping clients transition into a comfortable retirement.
David was married in 2002 to Misty, who is an educator employed with Buncombe County Schools. They have one child, Sadie Jo, who attends school at North Buncombe. David was raised in the small mountain town of Brevard, NC, located in Transylvania County. He and his family currently reside in the North Asheville area.
In his free time, he enjoys strength training, reading John Grisham novels and coaching his daughter in little-league sports. He loves being outdoors, playing golf, fishing, or relaxing by the lake. David is an ESPN junkie and follows most all sports. He is a devoted college football fan and enjoys game days tailgating and watching games with friends and family. He’s even been known to win a few corn-hole tournaments.
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In The News
David was quoted in The Wall Street Journal’s MarketWatch article entitled, “Should Millenials Plan Retirement the Way Boomers Did?”
He was also quoted in a USA Today article entitled, “The Five Fears You Shouldn’t Have About Retirement.”
Investopedia articles
David also writes articles and blogs about personal finance and investing on the Investopedia website, which is an online source of financial education that offers practical advice to its visitors. He was quoted in the following Investopedia articles:
- 5 Tips to Increase Your Social Security Check
- Top 3 Health Insurance Options If You Retire Early
- 3 Reasons Your 401(k) is Not Enough for Retirement
- 5 Reasons to Convert Your Roth to a Traditional IRA
- Exceptions to the 60-Day Retirement Account Rollover Rule
- Maxing Out Your 401(k) Is Profitable: Here’s Why
- Converting Traditional IRA Savings to a Roth IRA
- Pay the Lowest Possible Taxes on Retirement Assets
- Should I Invest in Stocks During My Retirement
- 5 Benefits of Rolling Over A 401(K)
- Managing Your Own 401(k): Pros & Cons
- I Maxed Out My 401k. Now What?
- Top Tips for Making Retirement Savings Last Longer
- Fees You Can Expect From A Financial Advisor
- The 4 Essential Elements of a Retirement Plan
- Why Age 70 is Pivotal for Retirement Planning