Davi Kutner, CFP®
Director, Private Client Services
Check the background of this investment professional on FINRA’s BrokerCheck
Davi is a wealth advisor in Aprio’s Private Client Services group. He has more than 15 years of financial advisory and wealth management experience working with and advising successful high net worth individuals and families.
He is responsible for advising Aprio’s personal wealth management clients. In this capacity, he focuses on contextual financial planning, investment management and seamless integration with our internal tax partners.
He is actively involved in many community and philanthropic organizations and causes. He is the immediate past president of his synagogue and has been a contributing volunteer to his kids’ school, as well as other community organizations. Davi and his wife have three children and live in Toco Hills.