


CPK Wealth Management Email Formats
Financial Services • Fort Myers, Florida, United States • 1-10 Employees
CPK Wealth Management Email Formats
CPK Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@cpkwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cpkwealth.com | 100% |
Key Contact at CPK Wealth Management
Chad Kunc
CEO
Company overview
| Headquarters | 12381 S Cleveland Ave, Fort Myers, Florida 33907, US |
| Phone number | +12392302177 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Risk Management, Portfolio Management, Tax Planning, Wealth Preservation, Insurance Management, Estate Planning & Asset Protection |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
About CPK Wealth Management
CPK Wealth Management eliminates the restrictions and hurdles of larger firms allowing advisors to truly act as a fiduciary and do what is in the best interest of the client at all times. We offer clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity and transparency in every aspect of the process. CPK Wealth Management provides a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. It is our belief that if there is an equal or better approach with a lessor cost, it should be pursued for the benefit of the client. We specialize in a wide array of financial services including: Financial Planning Retirement Planning Insurance Education Estate Planning Contact us today to start the conversation of how we can make your financial goals your reality.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CPK Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CPK Wealth Management has never raised funding before.
CPK Wealth Management Tech Stack
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Frequently asked questions
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