Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Theodore Kuczarski (CRD# 5262431) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Baltimore, MD and has over 9years of experience in the finance industry.
Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager. Prior to forming Towson Wealth Management, he served as a Vice President of Wealth Management at a private financial planning and corporate benefits firm. Since 1996, he has had extensive experience working with individuals, families and...
Joseph Harsel CFP® (CRD# 5867236) is a Certified Financial Planner™ and an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 7 years of experience in the finance industry.
He has extensive history working with individuals and families- particularly those who work in the non-profit or human services field.
His area of specialty is wholistic financial planning, with an emphasis on "values based", goal oriented planning for individuals and their families.