Broker Check
Douglas Cozad, MBA, CFP®, AIF

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.