Joseph Kazlau, who around the office is known as JP, has almost 10 years of experience in the financial services industry. JP started his career in business development at Ameriprise, but after a few years, he transitioned to being an Agent at NY Life, then quickly made partner where he achieved many awards and recognitions.
JP then went on to become an Advisor with Equitable Advisors where he assisted high net worth families build, protect, distribute, and pass along generational wealth with tax-efficient strategies. Jordana Barnett who has worked alongside JP for the last two years as an Advisor and Client Relationship Concierge will continue this role here at CWP.
JP graduated from Dowling College with a bachelor's degree in Accounting and Finance. He’s a native of Long Island and still lives in his hometown of Port Jefferson. In his spare time, you can catch JP boating out in Montauk.
I am licensed to sell Insurance Products in the following jurisdictions:
NC, NJ, NY
Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.