Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, Email and Phone Number
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
Quantis Wealth Management
View- Website:
- quantiswm.com
- Employees:
- 7
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Certified Financial Planner™, Co-Founder And PrincipalQuantis Wealth Management Jun 2008 - Present8000 Towers Crescent Drive, Suite 1250 Vienna, VaAt 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.
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, Education Details
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Cpwa® Certified Private Wealth Advisor -
Cima® Certified Investment Management Analyst
Frequently Asked Questions about Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,
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 the current company?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,'s current role is Founder & Managing Principal, Quantis Wealth Management.
What schools did Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, attend?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®, attended The University Of Chicago Booth School Of Business, The Wharton School, Mary Washington College.
Who are Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,'s colleagues?
Richard B Gurz, Cfp®, Cima®,Cpwa®, Aif®,'s colleagues are Steven Rowen.
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