David Kuzma, Cpfa, Aif®, Cepa® Email & Phone Number

I help founders, entrepreneurs and their families of closely held businesses in the small to midsize market retire and position their companies for growth and sale to achieve the financial and personal goals they desire. Did you know according to a study by the Exit Planning Institute, 1 year after the sale of a business, 76% of business owners REGRET IT! The number one reason, they didn’t have a personal plan. That is a travesty!! Imagine, you have this life changing event and you’re faced with Emptiness, Grief, Guilt and a loss of Identity. I founded Aquilo Private Wealth Advisors to help those prepare and have a successful transition to the next stage in their lives. Three simple principles guide Aquilo. The first: Protect and Honor the Family. The second: Wealth Stewardship. The third: Abundance, Gratitude & Fulfillment. These three principles guide our NorthStar. Are we helping our clients protect and honor their family by the plans, strategies and financial decisions we are making? Are we helping them be good stewards of their wealth. Lastly, are we helping our clients live in abundance, are we showing our gratitude for the trust they place in Aquilo and finally are we helping them achieve the goals and dreams that drive them to a life of fulfillment and purpose. Oh, I’ve been married to my lovely wife Tanya, (who is from South Africa), for 11 years!! 🤫Shhh I married her for her accent! 😊 We have SIX children 🙋‍♀️ 🙋‍♀️ 🙋‍♂️ 🙋‍♂️ 🙋‍♀️ 👶, and nope no twins! 😊 I’m also a faith-driven CEO both for my family and as a business leader striving to hear the words Well Done, My Good and Faithful Servant.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Aquilo Private Wealth Advisors, LLC and Cambridge Investment Research, Inc. are not affiliated. Securities licensed in CA, DC, FL, MD, MI, OH, PA, VA. MD Insurance license 3001213201.Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.