David Kuzma, CPFA, AIF®, CEPA®

David Kuzma is the Founder and a Private Wealth Advisor at Aquilo Private Wealth Advisors, where he specializes in helping business owners plan their company exit strategies. A Certified Exit Planning Advisor (CEPA), he focuses on integrating business, wealth, and personal goals for his clients. He holds a Bachelor of Science from Franciscan University of Steubenville.

David is deeply involved in his community, serving on the boards of the Catholic Business Network of Montgomery County and SOAR! (Support Our Aging Religious), a national organization. His commitment to his faith is also reflected in his graduate studies, where he earned a Masters of Theological Studies.

Unique fact: Davids academic background combines finance with a Masters degree in Theological Studies, a rare blend in the wealth management industry.