David Kulchar
Founder, Advisor Emeritus
"Don’t ever forget the WHY you do something, so that you can continue to do it passionately."
About David
A dedicated leader and industry pioneer who seeks to help improve retirement programs for all types and sizes of organizations through an innovative service approach. A leader of a team that seeks to increase service and reduce fees, while offering a customized approach for each client.
Experience
- Founder, Advisor Emeritus
- Oswald Financial, Inc., 2023- Ongoing
- Managing Director - Retirement Plan Services
- Oswald Financial, Inc., 1999-2023
- Regional VP Group and Retirement
- Principal Financial Group, 1989-1999
- Accounting - FMP Financial Degree
- General Electric Corporation, 1979-1984
Education
- Business - Finance BA
- The Ohio State University College of Business, 1975-1979
- Grand Blanc High School
- 1972-1975