David Kozlowski (AIF®, CFP®, EA, MS)

David Kozlowski focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Our firm specilizes in three core areas: Financial Planning, Tax Planning and Preparation and Investment Management on a fee only basis.

NAPFA Start Date

June 02, 2008


This Office

9030 Stony Point Pkwy Ste 160 Richmond, VA 23235-1939 Phone: (804) 592-3465 Fax: (804) 592-3484