PK
Peter Kozak
Wealth Management Practitioner And Principal at Brightpath Wealth Planning,
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Work Experience
Wealth Management Practitioner And Principal
Jul 2004 - Present · 20 years and 5 months
Kozak Financial Advisory
Owner
Jul 2004 - Apr 2012 · 7 years and 9 months
Petra Financial Advisors, Inc.
Financial Advisor
Jan 2000 - Jun 2004 · 4 years and 5 months
Company Details
2-10 Employees
We are a boutique wealth-management firm located in Santa Barbara, Camarillo and Westlake Village. We offer fee-only advice and nationally-recognized expertise, delivering on the promise of true wealth-management. We are passionate about helping clients live their best life story.
Year Founded
2004
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
5999 B Ridge View Street
Camarillo, CA 93012, US
Keywords
Wealth ManagementFinancial Planningand Investment Management
Contact Details
- Email AddressP**@brightpathwealth.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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