David Kuzma
Aquilo Private Wealth Advisors
Bowie, Maryland
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How to contact
Email, Cell Phone
Professional Profile
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.
Professions
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
Family business
Fiduciary
Finance
Governance
Investments
Leadership Development
Private placements
Retirement
Strategic planning
Trusts
Life Coaching
Exit/Transition Planning
Business Focus
Helping Business owners thinking about selling their business and preparing them for the emotional journey that follows to be successful.
Professional Certification
Certified Exit Planning Advisor, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor
Client Industries
Agriculture/Mining
Computer/Electronics
Government
Health/Pharma/Biotech
Manufacturing
Non-profit
Chapter information
Membership
Maryland Individual
Member since
Member for 7 years
Why I'm a Member of XPX
I enjoy the collaboration with other advisors to find the best strategy to help the client.
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