Benjamin Kozera

Background

About Benjamin Kozera

Ben has a deep passion for bringing order to clients’ finances, and helping them to achieve their financial goals. He strives to make a difference in clients’ lives by taking a holistic view. Ben’s goals-based approach to wealth planning, employing principles, a consultative style and transparency are at the crux of his client relationships.Growing up in a family where both of his parents are teachers, Ben believes it is important to financially educate clients as part of his role as a Financial Advisor. He spends time helping clients to understand the how and why of each recommendation, translating financial jargon into easy to understand terms. As a millennial, he enjoys expanding client relationships with the next generation of multi-generational families. Ben helps younger family members understand prudent investing and the benefits of financial planning. It is with this dedication to collaboration and exceptional service that he builds strong client relationships.Ben is actively involved in his community, serving as Chairman of the Young Professionals Committee for the Susie Foundation, where he also sits on the Board of Directors. In addition, he volunteers as a Big Brother with Big Brothers Big Sisters of Connecticut, supporting and mentoring local youth. In his free time, Ben enjoys playing and watching sports, as well as just about any outdoor activity that keeps him active. He currently lives in Stamford, Connecticut.