John M. Kozak,  CFP<sup>&reg;</sup> - Financial Advisor

John M. Kozak, CFP®

Senior Vice President

FineMark National Bank & Trust

4620 Colony Villas Drive, Unit 1102
Bonita Springs, FL 34134

FineMark National Bank & Trust

4620 Colony Villas Drive, Unit 1102
Bonita Springs, FL 34134
(239) 405-6712

General

John Kozak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FineMark National Bank & Trust in Bonita Springs, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Banking, Asset Allocation, Estate Planning, Real Estate

More

Helpful Financial Planning Resources