Joseph P Kazlau is a seasoned financial professional with over a decade of expertise in wealth management and estate planning. With a strong foundation in finance and accounting, Joe embarked on his career journey as a Leverage Buyout Modeling Intern at an investment banking institute, where he honed his analytical and strategic skills.
After graduating from Dowling College with a degree in finance and accounting, Joe joined Ameriprise Financial, a prominent financial services company. There, he became an integral part of a top practice dedicated to providing asset management strategies tailored to high-net-worth individuals and families. His commitment and results during his tenure at Ameriprise propelled him forward.
Driven by a personal experience, Joe recognized the critical importance of comprehensive estate planning. This realization, spurred by his father's passing without an estate plan, motivated him to transition to New York Life. At New York Life, Joe dedicated his expertise to assisting small business owners in fostering, safeguarding, and transferring their generational wealth. His hands-on approach and strategic guidance led him to ascend to the position of Partner in New York Life's leading office.
As a pivotal member of New York Life's Long Island leadership team, Joe leveraged his skills to develop one of the most successful advisory teams within the branch. His leadership, coupled with his dedication to empowering clients, cemented his reputation as a trusted financial professional.
Around four years ago, Joe recognized an unmet need in the market for a comprehensive planning organization that offers Family Office Services to high-net-worth families. In response to this need, he founded the Kaz Financial Group, an entity dedicated to helping affluent families grow, safeguard, and perpetuate their generational wealth. With a deep commitment to his clients' financial success, Joe takes pride in his role as a catalyst for their prosperity.
Throughout his career, Joseph P. Kazlau's journey has been characterized by his dedication to providing personalized financial solutions, his adept leadership, and his drive to make a meaningful impact in the lives of his clients. His holistic approach to wealth management and estate planning has not only established his reputation as a respected professional but has also positively impacted the financial legacies of countless individuals and families.