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Michael A. Cozad, CFP®, MSFS

Michael A. Cozad, CFP®, MSFS

Financial Planner

Michael is a Financial Planner committed to providing clients with practical and unbiased financial strategies to help achieve their goals. Michael holds a B.S. in Business (Financial Services) from Wright State University and an M.S. in Financial Services from the Institute of Business & Finance. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association (FPA).

He holds these securities registrations:

  • Series 7 (General Securities Representative)
  • Series 66 (Uniform Combined State Law)
  • Ohio Life, Accident and Health Insurance