John Kozakis Email & Phone Number
Managing Director | Founder, Partner, Private Wealth Advisor at Legacy Wealth Planning @ Legacy Wealth Planning - Northwestern Mutual
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John Kozakis Location
- Bedminster Township, NJ, US
John Kozakis Work
- 2022 -now Managing Director | Founder, Partner, Private Wealth Advisor at Legacy Wealth Planning @
- 2002 -now Managing Director | Wealth Management Advisor @
- 2004 -2007 President @ BNI (Business Networking International)
- 2000 -2002 Senior Vice President @
- 1990 -1999 President, Brokerage Operations @
- 1987 -1989 Executive Vice President and Chief Marketing Officer @ Independent Financial Group
John Kozakis Education
- University of Pennsylvania
Bachelors (Economics & Finance)
1980-1984 - Clarkstown High School South 1976-1980
John Kozakis Skills
- Wealth Management
- Social Media
- Series 63
- Series 7
- Insurance
- Fixed Annuities
- Management
- Estate Planning
- Investments
- Retirement Planning
- Mutual Funds
- Securities
- Finance
- Program Management
- Financial Planning
- Strategic Planning
- Marketing
- Leadership
- Financial Services
John Kozakis Summary
- John Kozakis, based in Bedminster Township, NJ, US, is currently a Managing Director | Founder, Partner, Private Wealth Advisor at Legacy Wealth Planning at Legacy Wealth Planning - Northwestern Mutual. John Kozakis brings experience from previous roles at Northwestern Mutual Financial Network/Clinton Financial Group, LLC, BNI (Business Networking International), AIG and MetLife. John Kozakis holds a 1980 - 1984 Bachelors in Economics & Finance @ University of Pennsylvania. With a robust skill set that includes Wealth Management, Social Media, Series 63, Series 7, Insurance and more. John Kozakis has 3 emails and 3 mobile phone numbers on RocketReach.
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John Kozakis
Managing Director | Founder, Partner, Private Wealth Advisor at Legacy Wealth Planning
Bedminster Township, NJ, US
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