Michael A. Olson, CFP® AIF® AWMA® CRPS®
David A. Kudo, CPA

CONNECT

Address:

6250 North River Road
Suite 3020
Rosemont, IL 60089

Phone:

(847) 698-1542

Fax/Other:

(847) 698-4801

David A. Kudo, CPA

David A. Kudo, CPA

Investment Advisor Representative

David Kudo is an Investment Advisor Representative at Platinum Wealth Solutions, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning, and executive benefits for both publicly- and privately-held companies.

As an Investment Advisor Representative, David is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement, and long-term care insurance. He works closely with business owners, executive teams, and their advisors to help them realize their financial goals.

Experience:

During his career, Mr. Kudo has been a practicing CPA, bank owner, and consultant to numerous Financial Institutions. Through these experiences he has developed significant experience in the areas of Wealth Accumulation, Investing, and Risk Management. In these uncertain times, Mr. Kudo is dedicated to assisting clients achieve their business and personal goals.

Professional Licenses, Designations & Certifications:

  • Certified Public Accountant (CPA)
  • Series 7
  • Series 66
  • Life, Health Insurance & Variable Products licenses

Memberships & Associations:

  • Rosemont Chamber of Commerce
  • River North Business Association (membership committee)
  • Small Business Advocacy Council (membership committee)
  • Calvery Memorial Church, Oak Park, IL (finance committee)
  • Illinois CPA society
Phone (847) 698-1518
Fax (847) 698-4801