Richard B Gurz, CFP®, CIMA®, CPWA®, AIF® has been in the wealth management industry for over two decades. Richard B is currently the Co-Founder and Principal of Quantis Wealth Management, where Richard B has been working since June 2008. Prior to that, Richard B gained experience as a CERTIFIED FINANCIAL PLANNER™ at Ameriprise Financial Services, Inc. Richard holds various certifications and degrees from The University of Chicago Booth School of Business, The Wharton School, and University of Mary Washington. With nearly 50 years of combined professional experience, Richard helps clients develop personalized strategies to achieve their financial goals.
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