Britt Szostak, CFP®, CLTC
Free
Britt Szostak, CFP®, CLTC Quick Facts
- Main Areas
- Financial Planning; Asset Management; Risk Management; Raising Money-Smart Kids
- Career 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.
Califo ia Insurance License: 0C37535
Free Articles & Book Excerpts
The Lenox CFO™
http://www.lenoxadvisors.com/lenox-cfo
Lenox Asset Management
http://www.lenoxadvisors.com/assest-management
Lenox Risk Management/Insurance Capabilities
http://www.lenoxadvisors.com/insurance
Lenox Corporate Benefits
http://www.lenoxadvisors.com/benefits-overview
Lenox Money-Smart Kids™ Program
http://www.lenoxadvisors.com/money-smart-summary
Lenox profiled in Wealth Manager magazine
http://www.lenoxadvisors.com/download/file/462
Free Audio & Video Samples
Lenox in the Media
http://showroom.multivisioninc.com/newsroom/list.do?use ame=lenox&password=advisors
Lenox Pod casts page
http://www.lenoxadvisors.com/new/lenadvinc/frame3.asp
Lenox appearance on BusinessWeek Weekend on the importance of disability income insurance
http://www.lenoxadvisors.com/new/lenadvinc/content.asp?contentid=2016429218