Adam P. Kozak,  CFP<sup>&reg;</sup> - Financial Advisor

Adam P. Kozak, CFP®

Founding Partner

KPL Financial Group

475 White Plains Rd, Ste 28
Eastchester, NY 10709
FINANCIAL ADVISOR'S WEBSITE
(914) 222-9695

General

Adam Kozak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at KPL Financial Group in Eastchester, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs

More

Helpful Financial Planning Resources