Kara Kunz, CFP®

I joined the Cornerstone Wealth team in 2022 as a Wealth Advisor in Huntersville, NC, bringing a passion for helping individuals – especially women – take charge of their financial futures. I oversee Cornerstone’s financial planning efforts for women, guiding clients through personalized strategies to navigate life transitions, build wealth, and achieve peace of mind.

With a strong background in Trust and Investment Management, I began my career working with 401(k) and pension plans at PNC Bank and spent 11 years as a Relationship Manager specializing in retirement plans at M&I Bank and Wachovia Bank.

After dedicating 14 years to supporting my children and their school, I returned to the financial services field in 2020, driven by a renewed commitment to helping others build financial confidence. I’m passionate about creating customized plans that focus on retirement, estate strategies, and personal goals, offering the clarity and support clients need to feel empowered.

Outside of work, I enjoy spending time with my family, connecting with my community, and championing efforts that make a positive impact on others’ lives. Whether working with individuals, families, or mentoring women on their financial journeys, I’m inspired every day by the opportunity to help people achieve their dreams.