KEVIN LOZER, CFP®

Kevin Lozer

KEVIN LOZER, CFP®

Partner, Chief Operating Officer

Kevin is a CFP® practitioner and has been a Financial Planner with ClearLogic Financial, Inc. since March, 2008. Prior to becoming a financial planner, he worked 11 years in various corporate finance positions in the lodging, telecommunications, and senior living industries.

Education:

  • B.S. in Accounting, Pennsylvania State University, University Park, PA
  • Graduate Certificate in Financial Planning, Georgetown University

Professional Background:

  •  Partner/Chief Operating Officer, ClearLogic Financial, Inc.
  •  Director, Financial Planning & Analysis, Sunrise Senior Living
  •  Senior Manager, Finance Operations, XO Communications
  •  Senior Analyst, Finance, Marriott International

Professional Associations:

  • National Association of Personal Financial Advisors (NAPFA), Regional Board Manager
  • Member of New Dominion Angels, an angel investing group formed to capitalize early-stage, Virginia-based companies

Personal information:

  • Kevin grew up in central Pennsylvania and travels back frequently to visit family and his alma mater.  After college, he moved to the Washington D.C. area and currently lives in Herndon, VA with his wife, son, and daughter. Kevin enjoys family activities and travel, coaching kids’ sports, and a little golfing. After an eleven-year career in corporate finance, Kevin learned about fee-only comprehensive financial planning and changed careers to become a CFP.