Peter Kozak has been Managing Member, Chief Compliance Officer of BrightPath Wealth Planning since December 2011, is a control person of the firm and directly owns 75% or more of it. Peter Kozak studied at UCLA.
Brightpath Wealth Planning, LLC is a Camarillo, CA firm with $206M under management, 132 clients and 1 adviser in one office, as of its August 2026 filing.
Pete Kozak is Principal of BrightPath Wealth Planning, LLC, based in Camarillo, California. His early work included 8 years with a real estate investment and development company and 5 years in the mortgage lending division of Cal Fed Bank in Los Angeles. He opened his own advisory practice in Camarillo in 2004, and in 2012 the business name was changed to BrightPath Wealth Planning, LLC. He is Past President and a 15-year member of the Board of Directors of the Ventura County Financial Planning Association.
Peter Kozak’s longest registration is the current one, 14 years at BrightPath Wealth Planning since 2012. Before joining BrightPath Wealth Planning in 2012, Peter Kozak was registered through Walpole Financial Advisors, LLC and Kozak Financial Advisory.
- – present · 14 yearsCamarillo, CA · Adviser representative · Firm CRD 160563
- Walpole Financial Advisors, LLC– · 3 yearsGoleta, CA · Adviser representative · Firm CRD 135834
- Kozak Financial Advisory– · 4 yearsCamarillo, CA · Adviser representative · Firm CRD 131954
Professional designations
Listed by BrightPath Wealth Planning
- CFP®
Investment adviser representative registrations
Peter Kozak is registered as an investment adviser representative in California, since April 2012.
- CaliforniaSince 18 April 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 August 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 August 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Peter Paul Kozak
- CRD
- 2765784
- Firm
- BrightPath Wealth Planning · CRD 160563
- Role
- Managing Member, Chief Compliance Officer
- Office
- 5999 B RIDGE VIEW STREET, Camarillo, CA 93012
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightpathwealth.com
Where does Peter Kozak work?
Peter Kozak has been Managing Member, Chief Compliance Officer of Brightpath Wealth Planning, LLC since December 2011, and is a control person of the firm.
Is Peter Kozak a financial advisor?
Yes. Peter Kozak has a current investment-adviser registration in California, through BrightPath Wealth Planning since April 2012.
How many years of experience does Peter Kozak have?
Peter Kozak has 19 years in the financial industry, since May 2007, across 3 adviser firms.
What exams has Peter Kozak passed?
Peter Kozak has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 1996.
Where did Peter Kozak work before BrightPath Wealth Planning?
Before BrightPath Wealth Planning, Peter Kozak was registered through Walpole Financial Advisors, LLC, June 2007 to July 2010.
Where is Peter Kozak based?
Peter Kozak’s registered office is in Camarillo, CA.
Is Peter Kozak registered with FINRA?
No. Peter Kozak has no current broker registration.
Is Peter Kozak a CFP?
BrightPath Wealth Planning lists Peter Kozak with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Peter Kozak’s record?
Search CRD 2765784 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Kozak’s full registration record.