Maureen Kozak joined the McCloskey Financial Group in 1986. Today, as Managing Director, she oversees a team of eight investment professionals. Maureen is driven by a passion for helping others become the best they can be. She is gifted with wisdom, keen listening skills and compassion. As a manager, this translates into creating a unified team of professionals committed to excellence. As a financial advisor, this passion can be evidenced in her deep client relationships, particularly in helping women who find themselves suddenly single.
Maureen holds her Series 7, 9, 10 and 65 registrations. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a member of the Financial Planning Association. She has also earned her Certified Divorce Financial Analyst® designation, Certified Retirement Plans Specialist℠ designation and she is a Certified Retirement Counselor®. In addition, she holds her life and health insurance licenses.
Maureen is a proud graduate of Merion Mercy Academy and the College of the Holy Cross. She has been happily married for 30 years to her husband, Joe, and grateful to be a devoted mom to their three grown sons. Currently, Maureen is on a new adventure as an empty nester. After three decades of active volunteering and parenting, she is laying low, learning self-care and discerning her next steps on her purposeful journey. Stay tuned!
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.