Floyd Ozeck is a Financial Advisor and CPA with Cooper Financial Services, Incorporated (CFS). Floyd has been providing Financial Planning and Advisory services since 2001 and is a Certified Public Accountant in Connecticut since 1977. Floyd takes a comprehensive, client-focused approach to financial planning to ensure that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Floyd specializes in investment analysis and works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.
Floyd has been active in many organizations. As Founder and President of Partnerships Adult Daycare Center he was honored by the Town of Hamden in 1991 as a Hamden Notable. He has served as President of Temple Beth Sholom in Hamden, been on the board of directors of Jewish Home for Children endowment, Orchard Street Synagogue Cemetery Trust, Bnai Beth Sholom Cemetery Trust, Community Associations Institute- CT Chapter, Greater New Haven Probus Club, President of Stonegate Homeowners Association.
Registrations, Licenses, Certifications & Affiliations:
FINRA Series 6 (Securities Representative), 65 (Uniform Investment Advisor Law Exam), 63 (State Law), Certified Public Accountant Licensed in Connecticut and Florida.
Memberships:
American Institute of Certified Public Accountants. Connecticut Society of Certified Public Accountants, Connecticut State Board of Certified Public Accountants.
Broker-Dealer Affiliation:
CFS Securities, Inc., a Member ofFINRA/SIPC.