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Gregory Kozerski Cpa, Cfp, Aifa profile image

Gregory Kozerski Cpa, Cfp, Aifa

Intro Book
Experienced financial professional with expertise in estate planning, investments, and holistic financial planning.
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Location
Orchard Park, New York, United States...
Skills
  • Estate Planning
  • Finance
  • Investments
  • Insurance
  • Accounting
  • Show all
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Bio

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Gregory Kozerski is a seasoned financial professional with 25 years of experience in finance, accounting, and investments. He holds a Master's degree in Business Administration and a Bachelor's degree in Accounting from Canisius College. He is a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Accredited Investment Fiduciary Analyst (AIFA). He has worked as a President at Waterford Advisors, LLC, and held various positions at Cobham and Moog Inc.

Credentials

  • Accredited Investment Fiduciary Analyst™ (AIFA)
    -
  • CERTIFIED FINANCIAL PLANNER™ (CFP)
    -
  • Certified Public Accountant (CPA)
    -

Experience

  • Waterford Advisors, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • 1999 - Present

      Securities offered through Cadaret Grant & Co. Inc., member (FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through Waterford Advisors, LLC, an SEC Registered Investment Advisor. Waterford Advisors and Cadaret Grant & Co. Inc. are separate entitiesFinancial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

    • President
      • 1999 - Present

  • Cobham
    • Chief Financial Officer
      • 1986 - 1999
  • Moog Inc.
    • Internal Auditor
      • 1984 - 1986

Education

  • 1991 - 1993
    Canisius College
  • 1980 - 1984
    Canisius College

Suggested Services

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Industry Focus. “Financial Services”

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