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Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, Email & Phone Number
Founder & Managing Principal, Quantis Wealth Management
at
Quantis Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder & Managing Principal, Quantis Wealth Management
Location
Vienna, Virginia, United States
Company size
Who is Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,? Overview
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Quick answer
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, is listed as Founder & Managing Principal, Quantis Wealth Management at Quantis Wealth Management, a with 7 employees, based in Vienna, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,.
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, previously worked as CERTIFIED FINANCIAL PLANNER™, Co-Founder and Principal at Quantis Wealth Management. Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, holds Cpwa® Certified Private Wealth Advisor from The University Of Chicago Booth School Of Business.
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Email format at Quantis Wealth Management
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Quantis Wealth Management
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Profile bio
About Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,
Richard Gurz is founder and Managing Principal of Quantis Wealth Management, an independent financial services, wealth management, and tax planning and consulting firm in Tysons Corner, Virginia. With over 20 years of experience, Rick is committed to providing comprehensive, personalized strategies to help his clients achieve their financial goals. He is known for building long-term relationships and walking his clients through everything life throws their way, making sure their financial plan is on track for their ideal future. Rick specializes in serving high-net-worth pre-retirees and is passionate about empowering and educating his clients to make prudent financial decisions that help them secure their quality of life.Rick graduated from Mary Washington College with a bachelor’s degree in political science and international affairs and holds the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Accredited Investment Fiduciary® (AIF®) professional designations. When he’s not working, you can find Rick spending time with his wife, Julie, and their two daughters, Adeline (Addy) and Josephine (Josie), usually watching his daughters play soccer or tennis or going on hiking and camping adventures. He also enjoys fishing, biking, traveling, golf, and serving his community. To learn more about Rick and Quantis Wealth Management, please visit https://www.quantiswm.com/--This communication is strictly intended for individuals residing in the states of (AZ,CA,DC,FL,HI,IL,MD,MI,NJ,NM,OR,PA,TX,VA,WV). No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser.www.commonwealth.com/termsofuse.html
Current workplace
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,'s current company
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Quantis Wealth Management
1 role
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, work experience
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Certified Financial Planner™, Co-Founder And PrincipalAt Quantis Wealth Management, wealth management is our only business. We're an independent financial services, wealth management, and tax planning and consulting firm with nearly 50 years of combined professional experience in helping clients develop comprehensive, personalized strategies to achieve their financial goals.
3 education records
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, education
Cima® Certified Investment Management Analyst
Education record
FAQ
Frequently asked questions about Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,
Quick answers generated from the profile data available on this page.
What company does Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, work for?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, works for Quantis Wealth Management.
What is Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,'s role at Quantis Wealth Management?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, is listed as Founder & Managing Principal, Quantis Wealth Management at Quantis Wealth Management.
Where is Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, based?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, is based in Vienna, Virginia, United States while working with Quantis Wealth Management.
What companies has Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, worked for?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, has worked for Quantis Wealth Management.
Who are Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,'s colleagues at Quantis Wealth Management?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,'s colleagues at Quantis Wealth Management include Steven Rowen.
How can I contact Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,?
You can use AeroLeads to view verified contact signals for Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, at Quantis Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, attend?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, holds Cpwa® Certified Private Wealth Advisor from The University Of Chicago Booth School Of Business.
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