Regina M. Kozsan
CERTIFIED FINANCIAL PLANNER™ Chief Investment Officer and Wealth Manager - “I help you navigate the complexities of life to give you financial confidence.” Message me to learn more!
- Role
- Chief Investment Officer and Wealth Manager at Globe Wealth Management
- Location
- Concord, NH, US
- LinkedIn followers
- 500 followers
About Regina M. Kozsan
WHO WE ARE | WHAT WE DO | HOW WE CAN HELP: Globe Wealth Management works with…
Experience
Chief Investment Officer and Wealth Manager
Jan 2008 — Present
GLOBE WEALTH MANAGEMENT - Navigating your financial world, together.Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial world in pursuit of your ultimate goal. In order for them to develop a customized plan, they educate you on how your investments, insurances and tax strategies work in tandem. A customized financial plan will give you a baseline of where to begin and a reference point to keep you on track.Globe Wealth Management\'s Core Competencies- Financial Planning - Investment Management- Insurance Strategies- Retirement Planning- Executive Stock Options- Business Retirement Plans- Business Benefits- Business Exit Strategies- College Planning- Estate Planning*Stacey L. Blodgett, CERTIFIED FINANCIAL PLANNER™*Regina M. Kozsan, CERTIFIED FINANCIAL PLANNER™* Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Education
Le Moyne College
BA
1984
Merrimack College
Advanced Study in Financial Planning
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