Brad Kucharo Bio
Brad Kucharo is founder and CEO of Kucharo Wealth, which specializes in helping dentists, orthodontists, and other specialists in the dental profession achieve their financial and life goals by providing tax planning, business planning, financial planning, retirement planning, transition planning, and investment management services to high net-worth business owners in the dental industry.
He is a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) practitioner and has been providing customized tax and business planning services exclusively for the dental profession since 2007. During this time, he has helped over 450 doctors across the country plan for financial independence, for reduced stress and greater peace of mind.
He formerly worked at Vanguard as a Senior Financial Advisor providing high net-worth clients with financial planning and investment advisory services. Additionally, he worked at the McGill & Hill Group for over 14 years providing customized tax planning, business planning, financial planning, retirement planning, transition planning, and investment planning services to high net-worth business owners in the dental industry. Lastly, he started his career at PricewaterhouseCoopers, LLP as a tax accountant performing customized tax and financial planning services for high-net-worth individuals.
He graduated from The University of Iowa and holds both a Bachelor of Business Administration degree and Master of Accountancy degree.
Brad is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Kucharo Wealth
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