We found the following information about Peter Kozak at Brightpath Wealth Planning, Llc, where this professional has worked as a Wealth Management Practitioner and Principal since 2012. Peter's total work experience is over 15 years, during which time this expert had at least five jobs at different companies to develop professional skills. Peter studied at the College For Financial Planning from 1995 to 1997. This expert received the following certifications: Certified Financial Planner Practitioner, Cfp Board of Standards, License 60195, and License 60195. Peter currently is located in Atlanta, Georgia. You can contact with Peter by searching for phone number or email or find further information by requesting access to this expert's additional details from us.
Name variants:
Petr Kozak,
Pete Kozak,
Petie Kozak,
Petey Kozak
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 5, 2022
Email
pe**@kozakfinancial.com, pe**@walpolecpa.com
Location
Atlanta, GA
Company
Workplace
Wealth Management Practitioner and Principal
Camarillo, CA
Industry
Financial Services, Financial Advisory, Nonclassifiable Establishments
Colleagues
Work History
Wealth Management Practitioner and Principal
5999 B Rdg Vw St, Camarillo, CA
Fee-only investment management and comprehensive financial planning services to clients with $1,000,000 or more of liquid investment assets.
from May 2012
Owner
Fee-only investment management and comprehensive financial planning services to clients with $500,000 or more of liquid investment assets
Jul 2004 — Apr 2012
Financial Advisor
Relationship manager/ financial planner to approximately 100 clients in Southern California. Prepared financial plans and designed investment portfolios for clients.
Jan 2000 — Jun 2004
Financial Advisor
3390 Auto Mall Dr, Westlake Village, CA 91362
Financial planning and asset management services for clients in Ventura County.
Jan 1996 — Dec 1999
Education
1995 — 1997
1980 — 1985
Occupations
Professor
School Principal
Executive
Owner
School Administrator
Educational Manager
Chief Executive
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
FAQs about Peter Kozak
What is the profession of Peter Kozak?
This professional's job is Wealth Management Practitioner and Principal
What jobs is Peter proficient at at?
Peter is proficient at Professor and School Principal jobs.
Where is Peter Kozak currently located?
The expert is located in Atlanta, Georgia.
Does Peter Kozak have the email address?
pe**@kozakfinancial.com and pe**@walpolecpa.com is Peter Kozak's email address.
Where did Peter Kozak work?
This expert worked at Brightpath Wealth Planning, Llc, Kozak Financial Advisory.
Where has Peter Kozak studied?
Peter studied at the College For Financial Planning from 1995 to 1997.
What are the certifications of Peter Kozak?
The professional received the following certifications: Certified Financial Planner Practitioner, Cfp Board of Standards, License 60195, and License 60195.
What is professional industry that Peter Kozak worked in?
This professional works in Investment Management industry.