
Douglas Cozad, MBA, CFP®, AIF
Executive Planner
How long have you been working in your field?
30 years
What are your areas of focus?
- Retirement Planning
- Qualified Retirement Plans
Do you plan on retiring? If so, when? How do you feel about it?
I plan on retiring in 5 years, but I have been saying that for 11 years.
Tell me about how you got into your line of work.
I changed careers to financial advising after working for seven large companies and discovering that did not work for me.
What are you most passionate about professionally? Personally?
I am most passionate about following Jesus Christ and mentoring younger men in their faith journey.
Fun Fact:
I saw the coronation of Queen Elizabeth II, in person.
Family info:
I’ve been married for 46 years, have two daughters, two son-in-law’s and five grandchildren.