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David F. Kurtz

Phone: (440) 473-1115 ext. 225
Fax: (440) 473-0186
E-mail: dkurtz@ncafinancial.com

David F. Kurtz, CPA is a Financial Advisor with NCA Financial Planners. With twenty-eight years of experience in the financial services industry, Mr. Kurtz specializes in retirement planning, tax planning and asset allocation strategies. He also has technical expertise in the area of Individual 401(k)s for self-employed persons. Prior to joining NCA, Mr. Kurtz was a partner with one of the “Big Four” accounting firms in Cleveland where he was responsible for all phases of client service delivery, in addition to instructing a variety of continuing education classes. Mr. Kurtz received his B.S. degree in Accounting from Baldwin-Wallace College. Mr. Kurtz is a co-chairman of the NCA Financial Planners Investment Research Committee.

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