David Kuzma

Private Family Advisor

Bowie, Maryland

Professional Profile

Call Me When

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.

Contact Method

Email, Cell Phone

Profession

  • Non-profit
  • Wealth Planner
  • Professional Certifications

    Certified Exit Planning Advisor, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor

    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.

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Computer/Electronics
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Client Results

    Membership

    Maryland Individual, Leadership Collaborative

    Member Since

    2 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Sponsorship Chair

    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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