Michael Hunter
Founder, Financial Advisor at
Clearpath Legacy Planning
Years of Experience
14 years
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I believe you shouldn't have to hunt for your own support team. I act as the central connector between your investments, tax strategy, and estate planning, bringing the right professionals to the table so your entire financial life works in perfect sync.
Clientele
Services Provided
Retirement Planning
Investment Management
Business Retirement Solutions
Estate Planning Strategies
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Master of Business Administration
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Pricing Models
Education
University of Colorado Boulder
Master of Business Administration
Obtained in 2020
University of South Carolina Columbia (Main campus)
Bachelor of Science in Global Supply Chain Operations Management
Obtained in 2011
University of South Carolina Columbia (Main campus)
Bachelor of Arts in Marketing
Obtained in 2011
Previous Work Experience
Compound Planning
Principal, Senior Financial Advisor
2024 - 2025
Motley Fool Wealth Management
Director of Client Relations
2020 - 2024
Personal Capital
Senior Financial Advisor - Team Lead
2014 - 2020
Edward Jones
Financial Advisor
2012 - 2014
Advisor Links
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