Maria Kutscher, CFP®, CFA®, CPWA, CEPA in

Maria Kutscher, CFP®, CFA®, CPWA, CEPA

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Founder & CEO at Club Level Consulting
📍 Los Angeles Metropolitan Area, United States

Maria Kutscher is the Founder and CEO of Club Level Consulting, leveraging over 30 years of experience to guide financial advisors through career-defining transitions. A CFA Charterholder with an MBA from Saint Marys College, she previously held senior leadership roles at RBC and UBS, managing multi-billion dollar assets and hundreds of advisors.

Outside of work, Maria champions traditional values, free markets, and fiscal responsibility. She has a personal connection to the arts through her husband, who is a painter. She also publicly honors American patriots and first responders, expressing gratitude for their service and sacrifice on days of remembrance like Patriot Day.

Unique fact: Alongside her consulting practice, Maria serves as a professor for The Princeton Reviews CFA certification program, teaching Ethics and Professional Standards.

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Experience
37 Years
Current Role
Founder & CEO
Job Level
Leadership
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Maria shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Maria cares about

Advisor Transitions
Her consulting firm specializes in guiding financial advisors through career changes, such as going independent, joining a new firm, or creating an exit strategy.
Wealth Management News
She curates and shares a "This Week in Wealth" summary, highlighting major advisor moves and compensation changes at firms like UBS, Morgan Stanley, and Wells Fargo.
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Career

Work history

1-2024
Founder & CEO
Club Level Consulting
6-2019
Professor, CFA Certification Program
The Princeton Review
6-2023 - 1-2024
Southern California Complex Director / Senior Managing Director / Financial Advisor
RBC Wealth Management
2019 - 2023
Executive Director, Division Sales Manager / Financial Advisor
UBS
2016 - 2019
Senior Vice President, Institutional & Private Client Advisor
Bank of America Private Bank
In the press

Media appearances

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Education
MBA
Saint Mary's College of California
Bachelor of Science
California State University, Long Beach
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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