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David R. Kuzma, CPFA, AIF, CEPA

David R. Kuzma, CPFA, AIF, CEPA

Financial Advisor

David Kuzma joined the firm in 2014 to provide individuals, families and closely held business owners with wealth management and financial planning strategies to help them achieve their goals and objectives to retire well and enjoy the next chapter in their lives.   

After years in the high-end hospitality industry and working for the PGA TOUR, David brings integrity, trust, stewardship and a service first mentality to each of his clients. 

Over the last couple of years, David has spent 1000’s of hours honing his skills to provide advanced strategies for his clients through advanced training by earning the Accredited Investment Fiduciary® professional designation through the Center for Fiduciary Services and the Certified Plan Fiduciary Advisor.  He recently became a Certified Exit Planning Advisor to guide business owners through the process of preparing and exiting their businesses for maximum value and the life after.  

David holds FINRA 7, 63, 65 licenses and graduated from Franciscan University of Steubenville with a Bachelor of Science in Business Management. Additionally, he obtained a Master of Theological Studies in Marriage and Family from the Pontifical John Paul II Institute.

David also serves on the Board of Directors for both local and National Non-Profits.  David and his wife Tanya are the parents to 5 kids and are expecting their 6th in January 2021.

 

Specialties:

 

·         Financial Planning

·         Closely Held Business Owners

·         Investment Management

·         Corporate Retirement Plans & Benefits

·         Philanthropic Giving Strategies

·         Business Succession Planning

·         High-Net Worth Families & Individuals

·         Non-Profits