A.J. Bunn
Wealth Advisor
AJ is a Wealth Advisor at BentOak Capital, based in the Lubbock office. In this capacity, he collaborates with clients to articulate and pursue their financial goals and employs a dedicated approach to breaking down the stereotypical advisor profile by simplifying the intricacies of the often overwhelming financial landscape. AJ holds the CFP® certification in the highest regard, emphasizing his belief that a genuine financial plan transcends a basic investment strategy or financial product. The Client-Advisor relationship is rooted in honesty, trust, and diligence, addressing all aspects of an individual’s life.
AJ is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition to the CFP® certification, AJ maintains the Series 7 license through LPL Financial, as well as the Series 66 with LPL Financial and Garrett Wealth Advisory Group. AJ also holds a Texas Life and Health Insurance license.
A graduate of Texas Tech University, AJ holds dual degrees in Personal Financial Planning and Economics. During his time at Texas Tech, he actively participated in the personal financial planning program, achieving notable success by securing a national championship in the annual FPA Financial Planning Challenge.
AJ is actively involved in the Lubbock business community and currently serves as the chairman of the Young Professionals Committee through the Lubbock Chamber of Commerce. He is proud to live and work in Lubbock and finds fulfillment in connecting with fellow business professionals in and around Lubbock.
Beyond his professional pursuits, AJ indulges in a variety of interests. Outside the office, He enjoys taking in a Texas Tech sporting event, being out on the golf course, in a deer blind, or out fishing at a lake. AJ has been an outdoorsman for as long as he can remember. He grew up going freshwater trout fishing every fall and summer in the Sierra Nevada mountains with his grandparents. A bucket list item for AJ would be going on an extended remote elk hunt in Colorado or Northern New Mexico.
AJ is currently engaged to his fiancée, Mairin, with plans for a wedding in Lubbock in April 2025. Together, they have a black German Shepherd named Scarlet.