John Kozakis Email & Phone Number
Managing Director | Founder, Partner, Private Wealth Advisor at Legacy Wealth Planning @ Legacy Wealth Planning - Northwestern Mutual
John Kozakis Location
Bedminster Township, NJ, US
John Kozakis Work
- 2022 - now Managing Director | Founder, Partner, Private Wealth Advisor at Legacy Wealth Planning @ Legacy Wealth Planning - Northwestern Mutual
- 2002 - now Managing Director | Wealth Management Advisor @ Northwestern Mutual
- 2004 - 2007 President @ BNI (Business Networking International)
John Kozakis Education
- University of Pennsylvania
Bachelors (Economics & Finance)
1980 - 1984 - Clarkstown High School South1976 - 1980
John Kozakis Skills
- Wealth Management
- Social Media
- Series 63
- Series 7
- Insurance
- Fixed Annuities
- Management
- Estate Planning
- Investments
- Retirement Planning
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 2 mobile phone numbers on RocketReach.
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Others Named John Kozakis
Top Legacy Wealth Planning - Northwestern Mutual Employees
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Partner and Private Wealth Management Advisor at Legacy Wealth Planning - Northwestern Mutual
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