David Hunter
Advisor at First Light Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at First Light Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose.
My Journey:
After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023.
Professional Growth:
Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape.
In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNER™ mark, a designation held by less than 30% of financial advisors.
Who I Work WIth:
I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families.
By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future.
Areas of Expertise:
Let's Connect:
I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.
AUM: 1.25%
Monthly: $0-$295/mo
Monthly planning fee is discounted as Assets Under Management increase.
First Light Wealth, LLC
2023 - Present (3 years)
Stout Bowman & Associates, Llc
2014 - 2023 (9 years)
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