View in portrait for best experience

Donald Kukla

Partner

CPA, CFP®, PFS

Moneta Partner Don Kukla serves as his clients’ advocate, helping them make sound financial decisions by establishing and implementing a plan focused on their personal goals.

Don and his team provide comprehensive financial advice to corporate executives, physician groups, business owners and affluent individuals in the areas of retirement planning, investments, tax and estate planning.

Don joined Moneta in 1988, served as Chairman of the Board from 2012-2014 and now stands as one of the firm’s longest tenured and most experienced Partners. As an industry thought leader, he has been selected as a public speaker on various investment, retirement planning and estate planning topics.

Don earned his Bachelor of Science in Business Administration with a concentration in Accounting from Valparaiso University. He holds some of his industry’s highest professional designations as a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, among others. Prior to joining Moneta, Don worked as a tax manager in the St. Louis office of Price Waterhouse, now PriceWaterhouseCoopers. He was also a founding member of the Executive Financial Services group, which provides financial planning to corporate executives.

In the community, Don serves on the board for Wings of Hope. He previously served terms as a Board Member for the Ronald McDonald House and K-Life St. Louis, and an Alderman and Pension Board Member for the City of Glendale.

In his spare time, Don enjoys golfing, skiing, fishing, cycling and flying his plane. He and his wife have three grown children and six grandchildren who live in Texas and Missouri.

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Personal Financial Specialist
  • American Institute of Certified Public Accountants
  • Missouri Society of Certified Public Accountants
  • Financial Planning Association
  • Moneta Group Charitable Foundation, Trustee
  • Wings of Hope, Board Member
  • Ronald McDonald House, Board Member (term ended)
  • K-Life St. Louis, Board of Directors (term ended)
  • City of Glendale, Alderman and Pension Board (terms ended)

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

Reinventing the Gap Year:  Stories from the Trenches 

Reinventing the Gap Year:  Stories from the Trenches 

November 11, 2024

Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...

Monthly Recap – October 2024

Monthly Recap – October 2024

November 8, 2024

Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk mark...

VIEW ALL ARTICLES

Let’s make every moment count together…