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Konrad Kuciej

Advisor at Lava Creek Capital Management, LLC

Updated today
Lava Creek Capital Management, LLC logo

Firm

Lava Creek Capital Management, LLC

Location

San Rafael, CA 94901

Credentials

Series 63, Series 65

Industry experience

20 years

About

Konrad Kuciej is a financial advisor at Lava Creek Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lava Creek since 2012. Lava Creek Capital Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, retirement accounts, donor-advised funds, and business entities. The firm focuses on active, mid-cap value investing using a combination of quantitative screening, fundamental analysis, valuation assessments, and technical analysis, with specialized use of options for hedging and tactical purposes.

Client services

Based on Lava Creek Capital Management, LLC

Portfolio management

Expertise

Based on Lava Creek Capital Management, LLC

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $249,999: 2.00% $250,000 - $499,999.99: 1.75% $500,000 - $749,999.99: 1.50% $750,000 - $999,999.99: 1.25% $1,000,000+: 1.00%

Other

Account minimum: $250,000

Location

2370 Kerner Blvd., Suite 360

San Rafael, CA 94901

Most active in

California

Work history

Lava Creek Capital Management, LLC

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Arnie C

CFP®, EA

Vallejo, CA

Achievable Wealth, LLC

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at arnie@achievablewealthfp.com—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Doctor or Medical Professional Military & Veterans
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Gary L

Series 63, Series 65

San Francisco, CA

Leonard Jr., Gary A.

Options & derivatives strategies Active portfolio management
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Lydia I

Series 65

Oakland, CA

FM Capital Group

Private / alternative investments Founder/Business Owner
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Shailesh P

Series 66

San Francisco, CA

Patel Capital Management

Tax-loss harvesting ESG / Sustainable investing
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John B

Series 63, Series 65

Novato, CA

Baughman Financial Group

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive

Maureen R

CFP®

San Francisco, CA

BridgeLane Financial

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Charitable giving tax strategies Charitable giving & philanthropy Founder/Business Owner Executive Work/Life Balance Gen X (Born 1965-1980)
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