David Kucharski is a financial planner with Legacy Wealth Advisors, LLC and is also a founding partner of Legacy Physician Advisors, LLC. 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 graduating from John Carroll University with a degree in finance in 1998. Before joining Skylight Financial Group, Dave worked at Hantz Financial, where he began to build his financial planning practice. He made the switch to Skylight Financial Group in 2001 and has spent the last 24 years helping individuals and families reach their financial goals.
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 licenses. He holds a Chartered Financial Consultant (ChFC®) designation as well as the Certified Family Business Specialist designation. Dave serves on the board of the Medina County Estate Planning Council and was previously president of the Cleveland/Akron chapter of the Society of Financial Service Professionals.
Dave currently resides in Broadview Heights with his wife and their three children. Dave enjoys spending time with his family, golfing, snowboarding and being involved in his kids sports.
David Kucharski is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Legacy Wealth Advisors, LLC and Legacy Physician Advisors, LLC are not subsidiaries or affiliates of MML Investor Services, LLC or its affiliated companies. Supervisory Office: 1956 Carter Road, Suite 200, Cleveland, OH 44113-1454. (216) 621-5680. CA Insurance License Number 0G34742. AR Insurance License Number 2258783.
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