Mr. Bradley Kucharo CPA, CFP®

Brad Kucharo is the founder and CEO of Kucharo Wealth, a firm that helps orthodontists achieve financial freedom by providing wealth planning, tax planning, business planning, and investment management services. Brad formerly worked at Vanguard from August of 2022 through January of 2024 as a Senior Financial Advisor providing high net-worth clients with financial planning and investment advisory services. Prior to Vanguard, Brad worked at the McGill & Hill Group from November of 2007 through June of 2022 providing customized tax planning, business planning, financial planning, retirement planning, transition planning, and investment planning services, specializing in helping orthodontists. While at the McGill and Hill Group, he built tax and business plans for over 500 doctors and gave over 100 presentations with a goal of helping doctors achieve their maximum financial potential. Brad graduated from The University of Iowa and holds both a Bachelor of Business Administration degree and Master of Accountancy degree along with a Certified Public Accountant certificate and a Certified Financial Planner™ certificate.