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David R. Kuzma, AIF

David R. Kuzma, AIF

Financial Advisor, Retirement Plan Specialist, Corporate Retirement Services

David is a Financial Advisor and Retirement Plan Specialist for Mclean Wealth Partners’ Corporate Retirement Services. David joined Mclean Wealth Partners in 2014 and serves both private and corporate clients.

As a fiduciary advisor, David works closely with clients who are looking for clarity and direction to develop customized wealth management and financial planning strategies that meet their goals and objectives.

David earned the Accredited Investment Fiduciary® (or AIF®) professional designation in 2016 through the Center for Fiduciary Services FI360 which demonstrates an advisor has gained advanced training and competency in the subject of fiduciary responsibility. This training and responsibility is used to implement a prudent process and methodology when engaging investments practices to accomplish his client’s goals.

In addition to holding FINRA 7, 63, 65 licenses, David is a graduate from the Pontifical John Paul II Institute with a M.T.S in Marriage and Family and also a graduate from Franciscan University of Steubenville with a Bachelor of Science in Business Management.

David lives in Crofton, MD with his wife Tanya and their 4 kids, Isabella, Mikayla, Benjamin and baby #4 (Due Soon).