Global View Investment Blog

Celebrating Shane Kozusko's Achievement: CFP® Designation

We are thrilled to announce that Shane Kozusko has officially earned his Certified Financial Planner (CFP®) designation! This prestigious certification highlights Shane’s expertise and commitment to providing top-notch financial planning services to our clients.

Shane’s Journey to CFP® Excellence

Shane joined the Global View team after graduating from the University of Georgia in 2022 with a BS in Financial Planning. His journey didn’t start there, though. Before college, Shane served five years in the United States Army as an Infantryman, including two deployments to Afghanistan. His military service instilled in him a strong sense of discipline and dedication, which he has carried into his financial planning career.

While at the University of Georgia, Shane was an active member of the Student Financial Planning Association and the Student Veterans Association, where he assisted fellow veterans in accessing their benefits. This experience, along with his father's influence, who served 27 years in the Army, inspired Shane to pursue a career in financial planning.

What Shane Brings to the Team

As a CFP® Paraplanner, Shane works closely with our Advisors to manage client relationships and address specialized financial planning needs, including retirement transition, education planning, and estate planning. His background and personal journey give him a unique perspective and dedication to helping clients achieve their financial goals.

Beyond the Office

Shane’s commitment to excellence extends beyond his professional life. He enjoys watching sports, particularly the Georgia Bulldogs, the Pittsburgh Steelers, soccer, and Formula 1 racing. When he’s not watching sports, Shane loves spending time outdoors with his wife, Jackie, and their German Shepherd, Sasha, working out or hanging out with friends.

We are incredibly proud of Shane’s achievements and are excited to see the positive impact he will continue to make as a Certified Financial Planner.

Join us in congratulating Shane on this milestone accomplishment!

Joe Hines

Written by Joe Hines

Joey's primary focus is working with clients in the goals setting and financial planning process. He has extensive experience is in helping clients facilitate the decision making process, leading them through the implementation of their financial plan and contributing to their peace of mind. This includes helping clients gain an understanding of estate planning, charitable giving, and helping them implement these plans by working closely with estate planning attorneys.

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