Whit Kunzelman, CFP® CWS® ChFC®

Whit Kunzelman is a Private Wealth Strategist at QTR Family Wealth, where he specializes in helping clients define and achieve their wealth planning goals. Whit focuses on creating and adjusting strategies to align with clients’ evolving priorities. His experience includes balance sheet and cash-flow planning, ensuring that strategies align with clients’ personal goals, such as lifetime capital planning, legacy planning, and business sale preparation.

With over 25 years of experience, he holds multiple prestigious designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Wealth Strategist™ (CWS®), and Chartered Financial Consultant™ (ChFC®). He earned his Bachelor of Business Administration from Mercer University’s Stetson-Hatcher School of Business. Before joining QTR Family Wealth in 2022, Whit was a Senior Advisor at Schwab Private Client Investment Advisory, Inc.

Residing in Windermere, FL, Whit enjoys outdoor activities with his family, including golf and tennis.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.