David Kudla
David Kudla is the Founder, CEO, and Chief Investment Strategist of Mainstay Capital Management, an independent, fee-only, Registered Investment Advisor. He specializes in everything from financial markets to retirement planning. Kudla speaks at national conferences, conducts educational seminars, writes articles about retirement planning and investing, and has advised thousands of workplace savings plan participants. He is a contributing writer for Dow Jones MarketWatch and Forbes. His insights into investments, the financial markets, and retirement planning have been sought out by leading financial networks and prominent print media. He has also served on several university and financial services industry advisory councils.
David Kudla Professional Experience / Academic History
Professional Experience
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Founder, CEO, and Chief Market Strategist
Academic History
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Masters Degree in Management
Kudla oversees all operations of the firm and directs investment policy.
He leads the firm in specializing in the management of individual 401k, 457 and 403(b) accounts for employees and retirees.
MCM also offers counsel and develops comprehensive solutions for any financial aspect of your life.
RECOGNITION
2020–2024 Forbes America's Top Wealth Advisors
2020–2024 Forbes Best-in-State Wealth Advisors
2020–2023 Forbes Top RIA Firms
2019 Barron's Hall of Fame
2009–2023 Barron's Top 100 Independent Financial Advisors
2014–2023 Barron's Top 25 Independent Financial Advisors
DESIGNATIONS
Accredited Asset Management Specialist℠ (AAMS®)
Chartered Retirement Planning Counselor℠ (CRPC®)
Chartered Mutual Fund Counselor℠ (CMFC®)
Chartered Wealth Manager™ (CWM®)
Chartered Financial Manager® (ChFM®)
COMMUNITY INVOLVEMENT
Executive Advisor and Sponsor, ENGAGE® Undergraduate Investment Conference
MEDIA & PUBLICATIONS
Kudla is the President and Executive Editor of FIA Publishing, the publisher of the "401k Investor" series of investment advisory newsletters for the past 27 years.
His insights into investments, the financial markets, and retirement planning have been sought out by Bloomberg, CNBC, Fox Business, CNN, other networks, and by prominent print media outlets.
He is frequently quoted in The Wall Street Journal, Barron's, Kiplinger's Personal Finance and other financial press.