Karl W. Kunkle CPA JD PFS
Wealth Management Shareholder
kkunkle@schneiderdowns.com
Karl is a specialty shareholder in charge of the firm’s employee benefits practice and co-managing shareholder of the firm’s wealth management practice. His technical specialization includes the design documentation, administration and participant investment education for qualified and nonqualified employee benefit programs. Karl’s specialization also includes a focus on ERISA fiduciary protection, estate, retirement, personal financial planning and executive compensation. Karl is also an expert in ESOPs, with special emphasis on S Corporation ESOPs of closely help businesses and his group specializes in ESOP administration.
Education
J.D. - University of Pittsburgh Law School
B.S. - Business Administration, Bowling Green University
PFS - Personal Financial Specialist
Professional Certifications
- FINRA Series 66
- Life, Accident and Health Insurance in multiple jurisdictions
Professional & Community Involvement
- Member—American and Pennsylvania Institutes of Certified Public Accountants and the Ohio Society of Certified Public Accountants
- Member—American, Pennsylvania and Allegheny County Bar Associations
- Member—ASPPA, American Society of Pension Professionals and Actuaries