Kent Thune, CFP®, QPFC, started Atlantic Capital Investments (ACI) on the foundation of more than a decade of experience in financial services; however, the impetus of change that inspired the creation of ACI was the growing realization that money should only be used as a tool to enable clients to focus on the priorities in life – priorities such as family, health and meaningful pursuits – and not to allow money, itself, to be the priority.
This philosophical and intellectual approach to money, combined with broad and deep investing and financial planning experience, makes ACI a unique and valuable guide in this ever-complex and faced-paced world.
As for experience, Kent Thune exceeds the level of certification and education that the prudent client should expect from their advisor:
- Prior to founding ACI in 2006, Kent was Senior Investment Advisor at a regional pension consulting firm. He provided fiduciary guidance to trustees and investors of over $350 million in retirement assets, representing more than 100 corporations, and provided investment research, fund selection, fund monitoring, asset allocation, and investment advisory services with consistent and reliable results.
- Kent's certifications include Certified Financial Planner™ (CFP), which assures an advisor has broad and expert knowledge in all aspects of financial planning, and Qualified Plan Financial Consultant (QPFC), which is a designation from The American Society of Pension Professionals & Actuaries (ASPPA) that certifies expertise in “qualified plans,” such as IRA, SEP, 401(k) and Pension plans.
- Prior to his qualified retirement plan experience, Mr. Thune worked in the financial services areas of financial planning, brokerage, personal and commercial banking, and loan origination. Kent has also attained the Series 7 and 63 securities licenses as well as the Life, Accident & Casualty insurance license.
- Rounding out his knowledge, Kent holds a masters degree in business administration (MBA), as of April 2009, from one of the oldest and leading business schools in the country, The Citadel of South Carolina.
- Kent is also a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA).
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