Kozen’s philosophy in advising his clients is based on an understanding of their needs, suitability, current and upcoming economic and market conditions, retirement law, and using the best available resources and technology available. He believes in the notion of investing for need, not greed, and believes healthy returns are a by-product of this philosophy. He is licensed with a Series 7, 66 and life insurance.
Email: ktsukamoto@balboawealth.com
Balboa Wealth Partners
Newport Beach, CA Office
140 Newport Center Drive, Ste. 200
Newport Beach, CA 92660
Scottsdale, AZ Office
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250
Disclosures
Balboa Wealth Partners, LLC is an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners, and its representatives are properly licensed or exempt from licensure.
