Dave Kurtz, CPA, is a Senior Financial Advisor for NCA Financial Planners. He resides in Richfield, Ohio with his wife Wendy and their English Bull Terrier, Willie. Dave and Wendy have two grown children, Corey and Darby.
Dave has a bachelor’s degree in accounting from Baldwin Wallace University.
Dave joined NCA in 2003 and has more than 37 years of experience in the financial services industry. He has developed a strong technical background in taxation and personal finance. Prior to joining NCA, Dave was a partner with one of the “Big Four” accounting firms in Cleveland where he was responsible for all phases of client service delivery as well as instructing a variety of continuing education classes within the accounting profession. He is a member of both the Ohio Society and the American Institute of Certified Public Accountants.
Dave is gifted in his ability to cultivate relationships and effectively communicate with team members at any level of the organization. Through sound ethical advice and thoughtful planning, he works with clients to establish and maintain a roadmap to help them achieve their lifelong financial goals.
In his spare time, Dave can be found out on the links perfecting his golf game. He is also an avid traveler who likes to explore new places.
Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice. Investment advisory services offered through NCA Financial Planners