David Kucharski is a founding partner of Legacy Physician Advisors, LLC to help those in the medical profession reach their financial goals. Over the years, his involvement with residents and physicians, has allowed him to recognize their struggles of dealing with an active work and personal life, while managing their personal finances. Dave and his team help clients to create and implement long-term customized plans and provide the services that allow them to continue focusing on their family and work while not neglecting their finances.
Dave began his career in the financial services industry after his graduation from John Carroll University with a degree in finance in 1998. Before founding Legacy Physician Advisors, LLC Dave worked at Hantz Financial, where he was able to build his financial planning practice.
In his prior role, Dave was able to assist his fellow planners to decipher which product will best help their clients’ reach their goals, as well as enrich the entire firm with his knowledge and experience. Dave’s expertise has allowed him to best assess his client’s needs while delivering a solid, comprehensive financial plan.
Dave currently holds FINRA Series 7 (General Securities Representative) and 63 (NASAA Uniform State Law Exam USASLE) registrations, along with his Life and Health Insurance license. He holds a ChFC® designation as well as and the Certified Family Business Specialist designation. Dave is a member and past President of the Cleveland/Akron Chapter of the Society of Financial Service Professionals. He serves on the board of the Medina County Estate Planning Council. Dave currently resides in Broadview Heights with his wife and their three children.
David Kucharski is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216-621-5680.
CA Insurance License Number 0G34742. AR Insurance License Number 2258783.