4Wealth Advisors Inc.

4Wealth Advisors® Inc. is a SEC Registered Investment Advisory firm that has been in business for over 20 years.

Our Investment Advisor Representatives have more than three decades of combined experience. Professional designations include:

  • CFA®, Chartered Financial Analyst

  • CFP®, Certified Financial Planner

  • MBA, Masters Business Associate

  • RSSA®, Registered Social Security Analyst

  • AIF®, Accredited Investment Fiduciary

  • CPA, Certified Public Accountant

4Wealth® Advisors, Inc. bring unique skills and expertise to the table that is in-house and goes beyond what you find in typical firms.

Financial Advisors

  • Peter Recchia, CPA, AIF®

    Peter Recchia, CPA, AIF®

    Founder & President

  • Diana Bunch- Financial Advisor

    Diana Bunch

    Financial Advisor

  • Hally Dunn, MBA - Financial Advisor

    Hally Dunn, MBA

    Financial Advisor

  • Terrence M. Heafey, CFP- Certified Financial Planner

    Terrence M. Heafey, CFP®, AIF®

    CERTIFIED FINANCIAL PLANNER®

  • Ryan F. Kavois, CFP - Certified Financial Planner

    Ryan F. Kavois, CFP®

    CERTIFIED FINANCIAL PLANNER®

  • Chris Gonzales - Financial Advisor

    Chris Gonzales, RSSA®

    Financial Advisor, Registered Social Security Analyst RSSA®

  • Bill Tasker, CFA®

    Chartered Financial Analyst®

  • Greg Nickum, CFA®

    Chartered Financial Analyst®

Client Service Team

  • Jennifer Bellamy - Vice President of Operations

    Jennifer Bellamy

    Vice President of Operations

  • Jairus Bellamy - Client Services Administration

    Jairus Bellamy

    Client Services Administration

  • Michael McEvoy - Client Services Associate

    Michael McEvoy

    Client Services Associate