Brightpath Wealth Planning, LLC
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BrightPath Wealth Planning, LLC is an independent fiduciary fee-only financial planning and investment advisory firm located in Westlake Village, CA, led by Principal Pete Kozak, CFP. The firm is dedicated to providing clients with personalized financial advice, focusing on transparency and evidence-based strategies without accepting commissions from investments or insurance products.
With a range of services that include investment analysis, elder planning, legacy planning, and retirement planning, BrightPath Wealth Planning aims to empower clients to navigate life transitions with confidence. Their approach emphasizes the importance of tailored solutions that address each individual's financial life and future aspirations.
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