Meet our Founder
Hi! I'm Maria Kutscher, CFP®, CFA®, CPWA®, CEPA
Founder & CEO of Club Level Consulting.
I help financial advisors like you gain the freedom, control, and support you need to grow your business and better serve your clients. I do this by helping you:
1) Change broker-dealers
2) Breakaway to start or join an RIA
3) Sell or merge your business.
As your personal guide along the journey, I'll help you map the course to your ideal practice—and, ultimately, to greater happiness, joy, and fulfillment in your life.
My background in Wealth Management
With 30+ years of experience in practice management, coaching, and recruiting, I've helped thousands of advisors and field leaders grow. As a former advisor, manager, and RIA founder, I've worked across all channels—wirehouses, regional B/Ds, RIAs, boutiques, and private banks. Previous firms include UBS, BofA / U.S. Trust, RBC, TIAA, Allovest (RIA), PaineWebber, and Mass Mutual.
I understand advisors' unique needs, from niche client service to tech, support, and investment platforms. With the industry evolving rapidly, staying ahead is key. Let’s connect to explore new opportunities and elevate your success.
My life-long dedication to understanding the needs of clients and the Financial Advisors who serve them.
- Chartered Financial Analyst® (CFA®)
- Certified Financial Planner™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
- Certified Exit Planning Advisor (CEPA)
- Professor for CFA program at The Princeton Review
- Instructor for CFP program at UC Irvine
- M.B.A., Marketing, Saint Mary's College of California
- B.S. in Finance from CSU, Long Beach
- FINRA Series 3, 7, 63, 65, 66, 9, 10
- CA Insurance License: Life, Health, Disability, and LTC