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
- Managing Director | Founder, Partner, Private Wealth Advisor at Legacy Wealth Planning @ (January 2022 - Present)
- Managing Director | Wealth Management Advisor @ (August 2002 - Present)
- President @ BNI (Business Networking International) (January 2004 - January 2007)
- Senior Vice President @ (January 2000 - December 2002)
- President, Brokerage Operations @ (January 1990 - December 1999)
- Executive Vice President and Chief Marketing Officer @ Independent Financial Group (March 1987 - December 1989)
John Kozakis Education
- University of Pennsylvania
Bachelors (Economics & Finance)
1980-1984 - Clarkstown High School South 1976-1980
John Kozakis Skills
- Estate Planning
- Finance
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investments
- Leadership
- Management
- Marketing
- Mutual Funds
- Program Management
- Retirement Planning
- Securities
- Series 63
- Series 7
- Wealth Management
- Social Media
- Strategic 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 Estate Planning, Finance, Financial Planning, Financial Services, Fixed Annuities and more. John Kozakis has 3 emails and 2 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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