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Biography

Professional: Kertsze began his career with Northwestern Mutual in 2011 and has been with LiveWell Capital since its inception.Kertsze is a fully credentialed CERTIFIED FINANCIAL PLANNER™ professional, a GFP Fellow at the Global Financial Planning Institute, holds the Series 6, 63, 65, and 7 investment registrations, and is Accident & Health, Life, and Variable licensed for insurance. Kertsze is a board member for the Ohio chapter of the National Association of Insurance and Financial Advisors (NAIFA).Kertsze’s areas of expertise include:Planning with executive stock options and RSUsPortfolio construction and managementTax-efficient asset accumulation strategiesRisk management strategiesIncome distribution strategies in retirementCross-border planning for people localizing to the US and Americans living abroad. Personal: Kertsze grew up in Cincinnati and graduated from the University of Virginia with a Bachelor of Arts in Economics. Kertsze, his wife, Coral, and son, Kaiyel, reside in the Cincinnati neighborhood of Evanston. During their free time, Kertsze and Coral enjoy traveling, dining at local restaurants, attending sporting events and concerts, and spending time with family and friends. Kertsze volunteers at Xavier Jesuit Academy, a scholarship-funded Jesuit Catholic school for grades 3-8. Fun fact: Kertsze ran with the bulls in Pamplona, Spain.

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