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Britt Szostak, CFP®, CLTC
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Britt Szostak, CFP®, CLTC Quick Facts
Main Areas: Financial Planning; Asset Management; Risk Management; Raising Money-Smart KidsCareer Focus: Financial Advisor; Managing Director
Britt joined the wealth advisory firm, Lenox Advisors, after ten years with the Cowan Financial Group where he specialized in asset management, insurance and estate planning. He has a Certified Long Term Care designation and is a member of the College for Financial Planning.
He is a CFP® Certificant and has a Certified Long-Term Care designation. He studied in Paris, France and graduated from George Mason University in Virginia.
California Insurance License: 0C37535
