David Kuzma, CPFA, AIF®, CEPA®

Evaluator
DISC Type : csd

Founder & Private Wealth Advisor at Aquilo Private Wealth Advisors

Washington DC-Baltimore Area, United States

Overview

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.

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

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 They Care About

Business Exit Planning
As a Certified Exit Planning Advisor, he helps founders position their companies for sale to achieve their financial and personal goals without regret.
Faith and Finance
He explores the intersection of wealth, legacy, and faith in his newsletter, "The Faithful Steward, " and holds a Master of Theological Studies.
Generational Wealth
He advises families on stewarding significant resources, believing the biggest threat to legacy is a slow loss of purpose and family unity, not taxes.

Media Appearances

David has no verified media appearances

Work History

7-2021
Founder & Private Wealth Advisor at Aquilo Private Wealth Advisors
7-2018
Board Member at Catholic Business Network of Montgomery County, MD
10-2017 - 8-2023
National Board Member at SOAR! Support Our Aging Religious, Inc.
8-2016 - 6-2021
Financial Advisor & Retirement Plan Specialist, Corporate Retirement Services at McLean Wealth Partners
7-2015 - 8-2016
Registered Client Associate at McLean Wealth Partners

Education

2006 - 2008
Masters of Theological Studies from Pontifical John Paul II Institute for Studies on Marriage and Family
2001 - 2005
Bachelor of Science from Franciscan University of Steubenville

More Information

Social Presence :

Prographics :

Exp : 11 Location : Washington DC-Baltimore Area, United States Job Level : Leadership Designation : Founder & Private Wealth Advisor at Aquilo Private Wealth Advisors
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from David

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can David take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And David

Personality Compatibility


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