David Kucharski began in the financial services industry as a financial planner with Hantz Financial after his graduation from John Carroll University with a degree in finance in 1998. In 2001, David moved his financial planning practice to Skylight Financial Group, and quickly became the Life and Annuity Product Specialist. In this role, he was able to help his fellow planners determine which product would best help their clients' reach their goals, and developed a strong knowledge of investment and insurance products. In 2007, he joined Dorman Legacy Advisors to enhance the personal financial planning services division with over 18 years experience working with business owners and more sophisticated higher net worth clients.
David currently holds FINRA Series 7 (General Securities Representative) and 63 (NASAA Uniform Securities Agent State Law Examination) registrations, along with his Life and Health Insurance license, ChFC designation, and the Certified Family Business Specialist designation. He is a past Vice President of the Society for Financial Service Professionals in Cleveland and sits on the Professional Advisory Council of the Akron Foundation and serves on the board of the Medina County Estate Planning Council as well as a member of the Magis Alumni Group from John Carroll. He 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. (www.sipc.org) Supervisory Office: 2012 West 25th St., Suite 900, Cleveland, OH 44113. 216-621-5680. Dorman Legacy Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.