Global View Investment Blog

Shane Kozusko

Shane Kozusko

As a Paraplanner, Shane works alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. He joined the Global View team upon graduating from the University of Georgia with a BS in Financial Planning in 2022 and passing the Series 65 Uniform Investment Adviser Law Exam. Prior to attending the University of Georgia, Shane spent five years in the United States Army as an Infantryman with two deployments to Afghanistan. He is currently pursuing his Certified Financial Planner designation.

Recent Posts

Empowering Entrepreneurs: Leveraging a Fiduciary Financial Advisor in Greenville, SC for Financial Success

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Navigating the Financial Journey of Adoption: How Fiduciary Investment Advisors Build Secure Futures for New Families

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Safeguarding Your Retirement: How Financial Planning Can Ensure a Secure Future

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Navigating Social Security Taxes in Retirement: What You Need to Know

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Savings on Autopilot: Building a Solid Foundation with Automated Strategies

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Why Estate Planning Is Important

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