John Kozakis, CLU®, ChFC®, CFP®, CASL® RICP®

Managing Director | Founder, CEO, Partner, Private Wealth Management Advisor at Legacy Wealth Planning | Northwestern Mutual

Bedminster, New Jersey, United States

About

John Kozakis is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, which offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. John Kozakis can help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. For additional information, call John at 908-617-0575 or visit his Web site at www.johhkozakis.com. Specialties: to learn more about my specialties visit my website www.johnkozakis.com.

Experience

  • Managing Director | Founder, Partner, Private Wealth Advisor at Legacy Wealth Planning at Legacy Wealth Planning - Northwestern Mutual
    Jan 2022 - Present · 4 yrs 6 mos

  • Managing Director | Wealth Management Advisor at Northwestern Mutual Financial Network/Clinton Financial Group, LLC
    Aug 2002 - Present · 23 yrs 11 mos

    John Kozakis understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. Please let John know how he might be able to help you realize your vision for the future

  • President at BNI (Business Networking International)
    2004 - 2007 · 3 yrs

  • Senior Vice President at AIG
    Jan 2000 - Dec 2002 · 3 yrs

    Ran national brokerage operation with Bob Rockell

  • President, Brokerage Operations at MetLife
    Jan 1990 - Dec 1999 · 10 yrs