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4 Tips for How to Set Up a 529 Plan to Benefit Your Business
529 education savings plans allow families to put away money for their children's education without paying taxes on the earnings, as long as the withdrawals are used for qualified educational expenses and fall within the [...]
Sharing the Love: A Family Business Succession Plan Checklist
You can spread the love through sharing your family business succession plan with the loved ones you hope will take over the reins of the company you spent your life building. Here is a seven-step [...]
David M. Kujawa serves clients by designing financial planning strategies which combine your personal and professional priorities to help you pursue successful financial outcomes. Utilizing his education, which includes the Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, and over 15 years of experience, he collaborates with you to turn plans into action. Mr. Kujawa focuses on business owners and professionals to bring together the advanced planning process tied with the art of relationships and priorities of life.
Mr. Kujawa is a Managing Partner of OnPath Financial and is a member of the OnPath Investment Committee. He also leads the insurance and qualified plan business units of OnPath Financial.
Prior to joining OnPath in 2011, Mr. Kujawa was an Associate Agency Manager and Financial Representative with COUNTRY Financial, which began his career within the Financial Services industry. Mr. Kujawa’s additional professional background included Operations Management and Strategic Marketing Consulting focused in the hospitality, pharmaceutical and consumer goods industries.
Mr. Kujawa is currently a board member of the Boys and Girls Club of Elgin, where he leads the Sustainability Committee. He also is deeply involved with his church and local charitable groups serving families who are impacted by pediatric cancer.
Mr. Kujawa received a Bachelor of Science in Marketing from Bradley University and is a veteran of the US Army. He and his wife live in Elgin and have 3 growing boys.