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MEMBER PROFILE

 

David Kuzma

Aquilo Private Wealth Advisors

 

Member profile details

Membership level
Maryland Individual
First name
David
Last name
Kuzma
Title
Private Family Advisor
Company
Aquilo Private Wealth Advisors
 

CONTACT INFORMATION

City
Bowie
State
Maryland
 

PROFILE INFORMATION

Call me when
Your Client needs to plan on how to integrate their business, financial and personal life to achieve a life of purpose and want to make the world a better place.
Why I/we support XPX
I enjoy the collaboration with other advisors to find the best strategy to help the client.
Profession
  • Non-profit
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Cash flow enhancements
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Governance
  • Investments
  • Leadership Development
  • Life Coaching
  • Private placements
  • Retirement
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Computer/Electronics
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
Professional Certification(s)
Certified Exit Planning Advisor, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor
In Business Since
2014
How to contact
Email, Cell Phone
Business Focus
Helping Business owners thinking about selling their business and preparing them for the emotional journey that follows to be successful.
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