David Kurtz brings 42 years of experience in the financial sector to retirement and tax planning. He uses interactive planning to show the potential impact of various financial decisions because this real-time feedback creates a powerful impact and demystifies the process.

David sees his role as a planner and guide, managing expectations and advising his clients through the financial planning process. His goal is to understand all facets of the client’s life to develop a comprehensive retirement plan that meets their goals and objectives. The client has ownership of their financial plan and future while he provides expert guidance.

David is a Certified Public Accountant and is insurance licensed for Major Lines, which equips him with the skills to offer comprehensive financial advice. He also has his Series 7 and Series 66 licenses, which allow him to trade securities. He has a B.S. in Accounting from Baldwin Wallace University. He’s a member of the American Association of Certified Public Accountants (AICPA) and the Ohio Society of Public Accountants.

David is an avid golfer living with his wife, Wendy, in Richfield, Ohio. They have two grown children, Corey and Darby, and a dog, Willie.