Kozak Financial Advisory specializes in financial-life planning and wealth management services.

We follow a collaborative process which empowers clients to understand their financial options and pursue them to best reach their life goals.

Under the leadership of Pete Kozak, CFP® and Jean-Luc Bourdon, CPA, PFS, the firm created a hands-on and pragmatic approach to explore, reach and protect what is most important to you.

From an initial assessment, you will choose areas you wish to pursue. We will provide support, analysis and resources to help you reach your chosen goals.