Moneta Partner Don Kukla serves as his clients’ advocate, helping them make sound financial decisions by establishing and implementing a plan focused on their personal goals.
Don and his team provide comprehensive financial advice to corporate executives, physician groups, business owners and affluent individuals in the areas of retirement planning, investments, tax and estate planning.
Don joined Moneta in 1988, served as Chairman of the Board from 2012-2014 and now stands as one of the firm’s longest tenured and most experienced Partners. He currently serves on Moneta’s Board of Managers and Moneta Charitable Foundation’s Board of Trustees. As an industry thought leader, he has been selected as a public speaker on various investment, retirement planning and estate planning topics.
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