financeXpert.com, Inc. provides technology solutions and consulting services to independent financial advisors, banks, brokerage firms and trust companies to help them improve customer retention, boost recurring revenues and increase profitability.

financeXpert, Inc. is a privately-held Washington State corporation, founded in January 2000 by veteran financial consultants who led the industry’s adoption of practice methods and professional ethics for the past 20 years.

The following Core Values have been adopted to guide financeXpert, Inc’s long-term vision:

• Planning tools should simulate the real world complexities that financial advisors and their clients face when making decisions
• Financial service professionals and their clients deserve to have access to the best technology for analyzing choices and managing assets
• Cost should not be a barrier for any financial service professional to have access to the best tools.
• Technology should be easy to use financeXpert, Inc. believes that it can dispel the myth that financial software must be simple-minded to be easy to use.

Larry Fowler - Chairman of the Board of Directors and Co-founder
lfowler@financeXpert.com

Following a distinguished career as a Certified Public Accountant, Larry began providing financial planning and investment management services to a select group of individuals and families. During his twenty-five year career, Larry has served as a chair of the American Institute of Public Accountants subcommittees on Personal Financial Planning Practice and Statements of Responsibility in Personal Financial Planning. As a result of his in-depth understanding of personal financial planning, Larry has been a frequent leader of continuing education seminars for CPAs and speaker at several national conferences. Between 1993 and 2001 Larry served on the editorial boards for several professional journals as well as serving as editor for the “Personal Financial Planning Portfolio Series”, a research library published by Harcourt Brace Professional Publishing.

Jack T. Bunt - President and Chief Executive Officer
jbunt@financeXpert.com

Jack has previously served as the President of Jorgensen Forge, Inc., a manufacturing business in Seattle, WA. During his four-year tenure as President the company’s valuation increased ten-fold. After his retirement, Jorgensen continued to grow under the leadership of Jack’s understudy. Jack’s early background as a cost accountant and accounting manager provided a foundation of discipline to his management style and clear understanding of the processes that are essential to achieving profitability.

financeXpert products

Life Analyzer™

Retirement Wealth Planner™

Investor Real Estate Planner™

Personal Real Estate Planner™

Real Estate Profit Planner™