Kuza Wealth Management
Steven Matthew Kuza
CEO and Wealth Management Advisor|RICP®, CFP®, CLU®, ChFC®
Professional
Steven graduated from Wayne State University in Detroit with a major in Finance. After working in the Banking world for 1 year, he made the transition to Northwestern Mutual to work as a Financial Advisor in 2009.
Since then, Steven has attained his CFP® certification in 2015, along with his CLU® ChFC® RICP®.
Steven focuses on helping sophisticated, busy successful people save money efficiently, protecting things and people they care about most, and minimize the impact of taxes over time.
Steven and his team specialize in working with Specialty Dentists, along with high level Business Owners
Steven also serves as a District Director, where he is responsible to coach and mentor new advisors joining the career.
Here are some of Steven's career highlights:
- Attained CFP® certification in 2015
- College Unit Director role with Northwestern Mutual Troy
- Member of The National Association of Insurance & Financial Advisors (NAIFA)
- Graduated from Wayne State University in Detroit
- Bachelors of Science in Business Administration w/ a major in Finance
- Joined Northwestern Mutual in November of 2009 as an Intern
- Jointed Northwestern Mutual Full Time in February 2010
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2012-2016, 2018-2019
- Award recognizing commitment to excellence in service to clients and industry
Personal
Steven is married to Sarah, and has 3 children: Tomas, Sonjia, and Marcus. Steven is a very grateful for his family, faith, and his love of hockey!
Here are my areas of expertise
Financial Planning
Business Planning
Investment Planning & Strategies
Insurance Protection Strategies
Retirement Planning & Income Strategies
Life Insurance Strategies
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
