As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2007, I joined Edward Jones as a financial advisor, opening the firm's second branch office in Aberdeen, WA. I have served the firm as a visiting veteran, field trainer leader and recruiting leader, and I am currently the performance leader for our region.
In 1990, I earned my bachelor's degree from the University of Puget Sound with a major in mathematics education and a minor in business. In 1998, I earned my master's degree from City University in education.
I earned my AAMS® designation in 2009. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I am active in business and civic affairs in the area. I am past president and a board member for the United Way of Grays Harbor, a member of the Aberdeen Lions Club and I volunteer as a coach for Hoquiam High School's baseball team as well as Hoquiam Babe Ruth.
My wife, Heather, and I have been married for 18 years. We have two sons, Mick (17) and Joe (14), and one daughter, Layna (9).
At Edward Jones, we're focused on you and helping you reach your long-term financial goals.
Phone NumberMichael J Bozich at (360) 538-8826
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