Tracy Kuntz, M.B.A., CFP®
Helping organizations and individuals thrive, make a difference, and realize lasting impact has been Ms. Kuntz’s focus since joining Towneley nearly 35 years ago. A CERTIFIED FINANCIAL PLANNER™ certificant for over 20 years, she manages company operations including all client portfolios, compliance issues and marketing activities. Ms. Kuntz is known by Towneley’s institutional clients for her expertise in fiduciary solutions and for strategizing the growth and development of director boards. Her keen interest in stewardship has also benefitted local nonprofit organizations where she has served as a board member. Ms. Kuntz is an active member of the Financial Planning Association, Orange County Chapter, as well as a member of the TD Ameritrade Institutional President’s Council. This body of independent investment advisors counsels TD Ameritrade Institutional on issues relevant to the independent advisor fraternity. Ms. Kuntz earned her undergraduate degree from the University of Southern California and an M.B.A. from the University of California, Irvine.