David Kuzma, CPFA, AIF®, CEPA®
Evaluator · DISC type csdDavid 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.
Read the full overview →How David shows up
They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service
Topics David cares about
Work history
Media appearances
DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.