Michael A. Cozad,  CFP<sup>&reg;</sup> - Financial Advisor

Michael A. Cozad, CFP®

MSFS

Smith, Moses & Company, LLC

2149 N Fairfield Rd, Ste B
Beavercreek, OH 45431
(937) 431-8010

General

Michael Cozad is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Smith, Moses & Company, LLC in Beavercreek, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Master's of Science in Financial Services (MSFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Insurance, Retirement

More

Helpful Financial Planning Resources