Michael A. Cozad, CFP®, MSFS

Financial Planner

Michael is a Financial Planner specializing in comprehensive financial planning and is committed to providing his clients with the practical and unbiased financial strategies necessary to help achieve their goals. Michael holds a B.S. in Business (Financial Services) from Wright State University and an M.S. in Financial Services from the Institute of Business & Finance. Michael is also a CERTIFIED FINANCIAL PLANNER™ professional and a proud member of the Financial Planning Association (FPA). Michael holds these securities registrations:

  • Series 7 (General Securities Representative) 
  • Series 66 (Uniform Combined State Law)
  • Ohio Life, Accident and Health Insurance

Michael lives in Vandalia with his wife, Elizabeth, and their Parson Russell Terrier, Lexi. He is known to be seen out and about running or taking long walks. Just look for the Cleveland Indians hat.

Michael can be reached at the Beavercreek office, 937.431.8010 or via email, michaelcozad@fscadvisor.com

Phone 937.431.8010