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Corinne K

CFP®, Series 66

New York, NY

Commonwealth Financial Network

Corinne Kurucza is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 13 years of industry experience. She has been with Commonwealth since 2017 and also has experience with Paris International Partners, LLC. Additionally, she has engaged in fixed insurance sales as an ancillary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David S

CFP®, Series 63, Series 65

New York, NY

Commonwealth Financial Network

David Schneider is a CFP®-certified financial advisor based in New York, NY, with 37 years of industry experience. He currently works at Commonwealth Financial Network and Schneider Wealth Strategies, having spent 18 years at Cambridge Investment Research. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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