Michael A. Cozad, CFS®Financial Planner
Phone: 937.431.8010 Michael A. Cozad is an independent adviser and associate of Smith, Moses & Company, LLC (SMC), an independently owned financial services firm specializing in financial, estate, and investment* strategies. A member of the Financial Planning Association, Michael is an independent financial planner, committed to providing his clients with prudent financial advice necessary to help them achieve their goals. A dedicated professional, he is poised to leverage eductaion and experience toward lauchning a successful ong-term relations with you. This relationship includes creating, implementing, and monitoring a comprehensive financial plan. Experience: Michael has worked in the financial services industry since 2007, when he started at Smith, Moses & Company. He works directly under David A. Smith, CFP®, MSFS, AIF®. Credentials: Michael earned his Bachelor of Science degree in business (summa cum laude) with departmental honors in 2011 from Wright State University in Ohio, where he majored in financial services and minored in marketing. After graduation, he continued his education and sat for the Certified Financial Planner™ examination. In addition, he started his Master of Science degree in financial services through the Institute of Business and Finance, and is expected to graduate in summer 2012.
A Certified Fund Specialist®, Michael is committed to the well-being of you, your family and your business. The CFS® can provide basic and advanced guidance on a wide range of actively and passively managed investments. This designation is granted by the Institute of Business and Finance.
Michael holds these securities registrations:
*Michael A. Cozad is a registered representative offering securities and advisory services through FSC Securities Corporation, member FINRA and SIPC and a registered investment advisor. Smith, Moses & Company, LLC is not affiliated with FSC Securities or registered as a broker dealer or investment advisor.
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2149 N. Fairfield Rd., Ste. B Phone: 937.431.8010 |
Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Smith, Moses & Company LLC. Is not affiliated with FSC Securities Corporation or registered as a broker dealer or investment advisor.
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