About NAPFA
Contact Us
Careers
Press
Log In
Create Account
Find an Advisor
Consumers
What is Fee-Only Advising
How to Find an Advisor
Financial Planning 101
Consumer Resources
Fiduciary 101
What is a NAPFA-Registered Advisor
Consumer Surveys
Partner Network Consumer Resources
Become a Member
Application Process
Membership Categories
Membership Standards
Members
My Account
Advisor Magazine
DEI Toolkit
Incorporating DEI at Your Firm
NAPFA Logos
Student Resources
NAPFA Learning Center
CE Guidelines
Member Discount Directory
Resource Partner Directory
Find An Advisor Resources
Education
NAPFA Learning Center
Conferences
NAPFA Fall 2024 National Conference
NAPFA Spring 2024 Conference Recordings
NAPFA Playbook Series
DEI Training & Certificate Program
Educational Partners
Submit a Session Proposal or Topic
NAPFA Nation Podcast
Partner Solutions
CE Guidelines
Community
2024 Award Recipients
NAPFA Engage
DEI Initiative
Women's Initiative
Women to Know 2024
Mentoring Program
Conversation Circles
NAPFA Committees
NAPFA Regions
Local Groups
Get in the Mix
NAPFA Genesis
Career Corner
Partner with NAPFA
NAPFA Foundation
Find an Advisor
Consumers
What is Fee-Only Advising
How to Find an Advisor
Financial Planning 101
Consumer Resources
Fiduciary 101
What is a NAPFA-Registered Advisor
Consumer Surveys
Partner Network Consumer Resources
Become a Member
Application Process
Membership Categories
Membership Standards
Members
My Account
Advisor Magazine
DEI Toolkit
Incorporating DEI at Your Firm
NAPFA Logos
Student Resources
NAPFA Learning Center
CE Guidelines
Member Discount Directory
Resource Partner Directory
Find An Advisor Resources
Education
NAPFA Learning Center
Conferences
NAPFA Fall 2024 National Conference
NAPFA Spring 2024 Conference Recordings
NAPFA Playbook Series
DEI Training & Certificate Program
Educational Partners
Submit a Session Proposal or Topic
NAPFA Nation Podcast
Partner Solutions
CE Guidelines
Community
2024 Award Recipients
NAPFA Engage
DEI Initiative
Women's Initiative
Women to Know 2024
Mentoring Program
Conversation Circles
NAPFA Committees
NAPFA Regions
Local Groups
Get in the Mix
NAPFA Genesis
Career Corner
Partner with NAPFA
NAPFA Foundation
About NAPFA
Contact Us
Careers
Press
Log In
Create Account
2020 Spring Conference Speaker
Kevin Lozer
Kevin is a co-founder of Holistiplan and owner/founder of Oakton Financial, a RIA in Northern Virginia. He is an active NEMA Region board member and has been a NAPFA member for over a decade.
NAPFA 2020 Spring National Conference
2020 Spring Conference
Spring Conference FAQs
Featured Speakers
Pre-Conference
Sponsors