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Davi Kutner, CFP®, CEPA
Partner, Managing Director, Wealth Advisor, Private Client Services at Aprio at Aprio
Davi Kutner, CFP®, CEPA is a Partner, Managing Director, Wealth Advisor, and Private Client Services professional at Aprio, a firm based in Atlanta, Georgia.12 He has been with Aprio for over seven years, having joined the company in July 2015.38
Career Highlights
Partnership:: In January 2020, Davi Kutner was promoted to Partner at Aprio, marking a significant milestone in his career with the firm.6
Wealth Management Expertise:: Kutner leads an investment advisory team that provides coordinated financial planning services.7 He is a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), indicating his expertise in financial planning and business exit strategies.
Aprio Tenure
Davi Kutner has shown consistent growth and dedication to Aprio:
- Joined Aprio in July 2015
- Celebrated his 3-year anniversary in July 20185
- Marked 6 years with the company in July 20213
- As of July 2022, he had completed 7 years at Aprio8
Professional Activities
Kutner is actively involved in Aprio's wealth management initiatives. In January 2023, he announced the release of Aprio Wealth Management's 2024 Economic Outlook, showcasing his engagement with economic trends and predictions.4
Davi Kutner's LinkedIn profile (username: davikutner) reflects his professional journey and achievements at Aprio, where he has established himself as a key figure in wealth management and private client services.
