Radia Hunter, CFP, CDFA, CLTC
Financial Specialist
Biographical Info
Radia Hunter is the Vice President and COO of Pacific Coast Financial Planning group, a private wealth advisory of Ameriprise Financial. She has served individuals and couples around the nation toward achieving their financial goals for over 10 years. She is a Certified Financial Planner (CFP) practitioner, Certified Divorce Financial Planning Analyst (CDFA), and is a member of multiple groups such as the Institute for Divorce Financial Analysts, the Financial Planning Association of San Diego, the International Academy of Collaborative Professionals, and more.
As a financial planner and Vice President of Pacific Coast Financial Planning, Radia is proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on one’s unique goals. She began pursuing a specialization in divorce because of her passion to help clients gain financial independence and confidence. Radia understands the intricacy of legal separation and explains complex financial topics in way that is easy for individuals to understand. In addition, she collaborates with a multitude of professionals such as attorneys, CPAs, and mediators to help facilitate the process of financial separation and offer referrals to clients in need of professional assistance.
Pacific Coast Financial Planning Group’s purpose is to help clients feel confident, connected and in control of their financial life. With the right advice, Pacific Coast Financial Planning Group can help prepare those for whatever life brings. When working with the team, clients will receive financial advice based on specific goals and needs, personalized recommendations for a diversified portfolio, and solutions to help protect those from uncertainty. For more information on Radia Hunter and her team, please visit http://pcfpgroup.com.
Education:
- San Diego State University, B.S. Business Administration
- Ecole International Le Verseau, Brussels, Belgium
Certifications:
Certified Financial Planner Practitioner (CFP)
- Investment and Wealth Management
- Intergenerational Planning
- Executive Compensation and Benefit Strategist
- Estate Planning Strategist
- Retirement Planning
- Tax Planning
- Women’s Financial Strategist
Certified Divorce Financial Analyst (CDFA)
- Financial Affidavit (completion review and assistance)
- Financial Analysis of Pre & Post Divorce:
- Cash flow
- Net worth (assets & liabilities)
- Impact of settlement options
- Asset Division:
- Qualified and Non-Qualified Assets
- Stock Options & Restricted Stock Units analysis
- Executive compensation & benefits
- Pensions
- Risk Assessment and Insurance Strategies
- Consultations with; Attorney, Mediator, CPA & other professionals (on-site mediation support and/or attorney meetings)
- Settlement proposal review and consultation
Certification in Long Term Care (CLTC)
Memberships:
- Institute for Divorce Financial Analysts
- Financial Planning Association of San Diego
- Collaborative Practice San Diego
- International Academy of Collaborative Professionals
Awards and Recognition:
- Ameriprise Circle of Success – 2020-2022