Broker Check
Carl Kozlowski

Carl Kozlowski

Investment Advisor Representative

Carl is a retired U.S. Marine Corps Sergeant and a man who practices his faith. He has helped many of his financial clients make the transition from paycheck income to retirement income in his 37 years in the financial services industry.

As a result of Carl having helped hundreds of clients travel the paycheck income to retirement income, his leadership in guiding others through the same path provides them with confidence.

Many of Carl’s clients live in the Greater Orlando/Seminole and Lake County areas. He specializes in designing financial and retirement strategies, showing clients how to make the most of their retirement resources, and converting their lump sum retirement assets into income they cannot outlive. Many of his clients appreciate having an experienced financial advisor review their investment portfolio to help ensure that their portfolio still meets their current and future needs as well as their comfort level.

Carl also helps clients manage one of their largest expense risks in retirement—the cost of long-term care. He works with retired couples to help them prepare for financial life as the surviving spouse. He has found that the surviving spouse finds widow(er)hood easier if this is something both spouses prepare for together.

Carl is the proud father of 3 sons and grandfather of 2 grandsons. He is a long time Catholic ministry volunteer, and lives his life according to both the biblical maxim to “do unto others as you would have them do unto you” and the well-known U.S. Marine Corps code, “Semper Fidelis” (always faithful).