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Hal M. Bundrick, CFP, is a seasoned financial professional with 17 years of experience in investments, marketing, and wealth management. He has held senior roles at Yahoo Finance, NerdWallet, and J.P. Morgan, and has expertise in portfolio management, editing, and writing. Hal is a Certified Financial Planner (CFP) and has owned his own business, Bundrick Communications, Inc.

Credentials

  • Certified Financial Planner
    Certified Financial Planner Board of Standards
    Jul, 2004
    - Apr, 2026

Experience

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Industry Focus. “Financial Services”

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