Peter Kozak Email & Phone Number
Wealth Management Practitioner and Principal
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Peter Kozak Location
- Camarillo, CA, US
Peter Kozak Work
- 2004 -now Wealth Management Practitioner and Principal @ BrightPath Wealth Planning, LLC
- 2004 -2012 Owner @ Kozak Financial Advisory
- 2000 -2004 Financial Advisor @ Petra Financial Advisors, Inc.
- 1996 -1999 Financial Advisor @ Alliance Advisory & Securities, Inc.
Peter Kozak Education
- College For Financial Planning
CFP Professional Education Program (Financial Planning)
1995-1997 - UCLA
Bachelors (Economics)
1980-1985
Peter Kozak Skills
- Financial Advisory
- Strategic Financial Planning
- Asset Management
- Investment Management
- Wealth Management
- Mutual Funds
- Financial Planning
- Finance
- Retirement Planning
- Retirement
- Investment Advisory
- Investment Strategies
- Small Business
- Asset Allocation
- Estate Planning
- Tax
- Asset Managment
- Financial Planners
- Insurance
- Investments
- Working With Clients in Life Transitions
Peter Kozak Summary
- Peter Kozak, based in Camarillo, CA, US, is currently a Wealth Management Practitioner and Principal at BrightPath Wealth Planning, LLC. Peter Kozak brings experience from previous roles at Kozak Financial Advisory, Petra Financial Advisors, Inc. and Alliance Advisory & Securities, Inc.. Peter Kozak holds a 1995 - 1997 CFP Professional Education Program in Financial Planning @ College For Financial Planning. With a robust skill set that includes Financial Advisory, Strategic Financial Planning, Asset Management, Investment Management, Wealth Management and more. Peter Kozak has 1 mobile phone numbers on RocketReach.
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