Verified recordFinancial Services

Michael Bozich

Financial Advisor at Edward Jones

Based in Seattle, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Seattle

Industry

Financial Services

Company size

46K

Contact information

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Email

1 credit

m•••••••@edwardjones.com

Phone

5 credits

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Background

About Michael Bozich

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. In 2007, I joined Edward Jones as a financial advisor, opening the firm's second branch office in Aberdeen, WA. I have served the firm as a visiting veteran, field trainer leader and recruiting leader, and I am currently the performance leader for our region. In 1990, I earned my bachelor's degree from the University of Puget Sound with a major in mathematics education and a minor in business. In 1998, I earned my master's degree from City University in education. I earned my AAMS® (Accredited Asset Management Specialist) designation in 2009. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. I am active in business and civic affairs in the area. I am past president and campaign chair for the United Way of Grays Harbor; a member of the Aberdeen Lions Club; and I volunteer as a coach for Hoquiam High School's baseball team as well as Hoquiam Little League. My wife, Heather, and I have been married for 15 years. We have 2 sons, Mick (14) and Joe (11), and 1 daughter, Layna (6). At Edward Jones, we're focused on you and helping you reach your long-term financial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

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