Michael A. Cozad
Financial Planner with Osaic Wealth, Inc.
- Role
- Financial Planner at Osaic
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Michael A. Cozad
I am an independent financial advisor and associate of Smith, Moses & Cozad, LLC…
Experience
Financial Planner
Jan 2010 — Present
Provides individuals and small business owners with personal financial planning services, including retirement planning, tax and estate planning, investment management, and risk management through insurance planning. • Specializes in managing investment portfolios; preparing retirement, financial, and estate plans; and managing retirement plans for small businesses.
Education
Wright State University
University Honors Bachelor's of Science in Business
Institute of Business & Finance
Master's of Science
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.