Ernie Cozzi Aep. Clu. Chfc.
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Ernie Cozzi Aep. Clu. Chfc. Email & Phone Number

President at Personalized Financial Resources,LLC
Location: Oak Brook, Illinois, United States 6 work roles 1 school
1 work email found @ceteraadvisornetworks.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@ceteraadvisornetworks.com
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Current company
Personalized Financial Resources,LLC
Role
President
Location
Oak Brook, Illinois, United States
Company size
770 employees

Who is Ernie Cozzi Aep. Clu. Chfc.? Overview

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Quick answer

Ernie Cozzi Aep. Clu. Chfc. is listed as President at Personalized Financial Resources,LLC, a with 770 employees, based in Oak Brook, Illinois, United States. AeroLeads shows a work email signal at ceteraadvisornetworks.com and a matched LinkedIn profile for Ernie Cozzi Aep. Clu. Chfc..

Ernie Cozzi Aep. Clu. Chfc. previously worked as Financial Advisor at Cetera Advisor Networks Llc and Financial Consultant at Summit Brokerage Services, Inc.. Ernie Cozzi Aep. Clu. Chfc. holds Aep.Clu.Chfc., Financial & Estate Planning from Bryn Mawr College.

Company email context

Email format at Personalized Financial Resources,LLC

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*@ceteraadvisornetworks.com
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AeroLeads found 1 current-domain work email signal for Ernie Cozzi Aep. Clu. Chfc.. Compare company email patterns before reaching out.

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Profile bio

About Ernie Cozzi Aep. Clu. Chfc.

Specialties: We specialize in Estate Planning,Retirement Planning, and Investment Planning as well as Business Planning for individuals and small businesses. We seek to exceed client's expectations by helping to provide investment solutions that help pursue their goals and objectives.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, abroker-dealer and a registered investment adviser. Cetera is under separate ownership from any othernamed entity.

Listed skills include Retirement Planning, Investments, Estate Planning, Securities, and 16 others.

Current workplace

Ernie Cozzi Aep. Clu. Chfc.'s current company

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Personalized Financial Resources,LLC
Personalized Financial Resources,Llc
President
Oak Brook, IL, US
Website
ceteraadvisornetworks.com
Employees
770
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Company profile
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6 roles

Ernie Cozzi Aep. Clu. Chfc. work experience

A career timeline built from the work history available for this profile.

President

Personalized Financial Resources,Llc

Oak Brook, Il, Us

Financial Advisor

Cetera Advisor Networks Llc

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a brokerdealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.1415 W 22nd St. Tower Floor Oak Brook Il, 60523

President

Personalized Financial Resources,Llc

Specializes in helping investors who want to preserve their assets and investments in the areas of Estate Planning, Retirement Planning and Investment Planning.

Financial Consultant

Summit Brokerage Services, Inc.

Oak Brook Il

Specializes in helping investors who want to preserve their assets and investments in the areas of Estate Planning, Retirement Planning and Investment Planning.

Nov 2015 - Aug 2019

Financial Consultant

J P Turner

Oak Brook Il

Sep 2011 - Aug 2019

Financial Consultant

Workman Securities

Securities and Advisory Services offered by Registered Representatives and Investment Adviser Representatives through Workman Securities Corporation, Securities Broker/Dealer, Member FINRA/SIPC, 6500 City West Parkway, Suite 350, Eden Prairie, MN 55344. (800) 225-6465. Personalized Financial Resources, LLC is not controlled by or a subsidiary of Workman Securities Corporation.

Jan 2007 - Sep 2011
Team & coworkers

Colleagues at Personalized Financial Resources,LLC

Other employees you can reach at ceteraadvisornetworks.com. View company contacts for 770 employees →

JW Jenny Wallace Jenny Wallace Colleague at Personalized Financial Resources,LlcHouston, Texas, United States View → RC Richard Capullo Richard Capullo Colleague at Personalized Financial Resources,LlcAlbany, New York, United States View → DG Daniel Gaston, Cfp®, Ea Daniel Gaston, Cfp®, Ea Colleague at Personalized Financial Resources,LlcSanta Barbara, California, United States View → TC Tom Coco Tom Coco Colleague at Personalized Financial Resources,LlcEl Dorado Hills, California, United States View → MS Michelle Singleton Michelle Singleton Colleague at Personalized Financial Resources,LlcLos Angeles Metropolitan Area, United States View → JM James Mckay, Cfp®, Aif® James Mckay, Cfp®, Aif® Colleague at Personalized Financial Resources,LlcGreater Seattle Area, United States View → LS Lawrence Scovell, Cfp® Lawrence Scovell, Cfp® Colleague at Personalized Financial Resources,LlcNew York City Metropolitan Area, United States View → JB Joel Broersma Cfp­, Ea Joel Broersma Cfp­, Ea Colleague at Personalized Financial Resources,LlcAda, Michigan, United States View → SM Spencer Metcalf, Cfp® Spencer Metcalf, Cfp® Colleague at Personalized Financial Resources,LlcGreenville, South Carolina, United States View → MS Metin Söğüt Metin Söğüt Colleague at Personalized Financial Resources,LlcIstanbul, Türkiye, Turkey View →
1 education record

Ernie Cozzi Aep. Clu. Chfc. education

FAQ

Frequently asked questions about Ernie Cozzi Aep. Clu. Chfc.

Quick answers generated from the profile data available on this page.

What company does Ernie Cozzi Aep. Clu. Chfc. work for?

Ernie Cozzi Aep. Clu. Chfc. works for Personalized Financial Resources,LLC.

What is Ernie Cozzi Aep. Clu. Chfc.'s role at Personalized Financial Resources,LLC?

Ernie Cozzi Aep. Clu. Chfc. is listed as President at Personalized Financial Resources,LLC.

What is Ernie Cozzi Aep. Clu. Chfc.'s email address?

AeroLeads has found 1 work email signal at @ceteraadvisornetworks.com for Ernie Cozzi Aep. Clu. Chfc. at Personalized Financial Resources,LLC.

Where is Ernie Cozzi Aep. Clu. Chfc. based?

Ernie Cozzi Aep. Clu. Chfc. is based in Oak Brook, Illinois, United States while working with Personalized Financial Resources,LLC.

What companies has Ernie Cozzi Aep. Clu. Chfc. worked for?

Ernie Cozzi Aep. Clu. Chfc. has worked for Personalized Financial Resources,Llc, Cetera Advisor Networks Llc, Summit Brokerage Services, Inc., J P Turner, and Workman Securities.

Who are Ernie Cozzi Aep. Clu. Chfc.'s colleagues at Personalized Financial Resources,LLC?

Ernie Cozzi Aep. Clu. Chfc.'s colleagues at Personalized Financial Resources,LLC include Jenny Wallace, Richard Capullo, Daniel Gaston, Cfp®, Ea, Tom Coco, and Michelle Singleton.

How can I contact Ernie Cozzi Aep. Clu. Chfc.?

You can use AeroLeads to view verified contact signals for Ernie Cozzi Aep. Clu. Chfc. at Personalized Financial Resources,LLC, including work email, phone, and LinkedIn data when available.

What schools did Ernie Cozzi Aep. Clu. Chfc. attend?

Ernie Cozzi Aep. Clu. Chfc. holds Aep.Clu.Chfc., Financial & Estate Planning from Bryn Mawr College.

What skills is Ernie Cozzi Aep. Clu. Chfc. known for?

Ernie Cozzi Aep. Clu. Chfc. is listed with skills including Retirement Planning, Investments, Estate Planning, Securities, Financial Planning, Small Business, Finance, and Series 7.

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