David Kucharski, ChFC

Ed Farrell

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 Farrell to enhance the personal financial planning services division with his vast experience working with business owners and more sophisticated higher net worth clients. 
 
David currently holds FINRA Series 7 (General Securities Registered Representative) and 63 (NASAA Uniform State Law Exam USASLE) registrations, along with his Life and Health Insurance license, ChFC designation, and the Certified Family Business Specialist designation. He is currently Vice President of the Society for Financial Service Professionals in Cleveland and also a member of the Magis Alumni Group from John Carroll.  He currently resides in Broadview Heights with his wife and two children.