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Bud Kahn, Certified Private Wealth Advisor
Helping You Have A Healthier Relationship With Your Money®
Bud Kahn is a prominent financial expert and the Founding Principal of WMS Wealth Planners, a Pittsburgh-based financial services firm.1 As a Certified Private Wealth Advisor, he provides financial planning, asset management, and wealth management services to a diverse clientele across the United States.12
Professional Credentials and Education
Bud Kahn holds an impressive array of professional certifications, including:
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Certified Private Wealth Advisor (CPWA®)
- Accredited Estate Planner (AEP)1
His educational background is equally robust:
- Bachelor's degree in economics from the University of Pittsburgh
- MBA in accounting and finance from the University of Pittsburgh
- Master's degree in taxation from Robert Morris University1
Additionally, Bud has completed executive education studies at prestigious institutions such as the University of Pennsylvania's Wharton School, The Booth School of Business at the University of Chicago, and The Tepper School of Business at Carnegie Mellon University.1
Professional Roles and Affiliations
Bud Kahn serves in several key roles:
- Chief Advisory Officer & Managing Principal at WMS Wealth Planners1
- Visiting Executive Lecturer at the University of Pittsburgh Katz Graduate School of Business3
- Instructor for the Osher Lifelong Learning Institute at Carnegie Mellon University1
He is also a member of various professional organizations, including:
- Investments and Wealth Institute
- Allegheny Tax Society
- Estate Planning Council of Pittsburgh1
Additional Information
Bud Kahn is an alumnus of Leadership Pittsburgh, Class XIV, and is currently attending the FBI Pittsburgh Citizens Academy.1 His LinkedIn username is budkahn, where he maintains a professional profile showcasing his expertise in wealth management and financial advisory services.2
As a financial expert, Bud Kahn emphasizes the value of the CPWA® certification for advising high-net-worth clients, demonstrating his commitment to providing specialized services to this clientele.4
