Financial Advisor, CPA
Floyd Ozeck is a Financial Advisor, Certified Public Accountant (CPA), and a key member of the Investment Policy Committee at Cooper Financial Services, Incorporated. With a career spanning over four decades, Floyd brings unparalleled expertise to financial planning and advisory services. A Certified Public Accountant in Connecticut since 1977 and a financial advisor since 2001, Floyd is known for his disciplined and comprehensive approach to helping clients achieve their financial goals. As a member of the Investment Policy Committee, Floyd leverages his deep expertise in investment analysis to shape customized financial strategies that align with clients’ unique goals, time frames, and risk tolerance. His work spans asset allocation, financial management, retirement planning, college funding, and succession planning, ensuring that every strategy is rooted in careful analysis and tailored to meet long-term objectives.
Floyd has been recognized for his leadership and community involvement. As the Founder and President of Partnerships Adult Daycare Center, he was honored as a Hamden Notable by the Town of Hamden in 1991. His commitment to service extends to numerous organizations, including roles as President of Temple Beth Sholom in Hamden and as a board member for Jewish Home for Children Endowment, Orchard Street Synagogue Cemetery Trust, Bnai Beth Sholom Cemetery Trust, Community Associations Institute-CT Chapter, Greater New Haven Probus Club, and President of Stonegate Homeowners Association. Floyd’s unique blend of financial acumen, strategic insight, and dedication to community makes him an invaluable part of Cooper Financial’s team and the Investment Policy Committee. His focus on delivering personalized, results-driven solutions ensures that clients receive the highest level of care and expertise.
Registrations, Licenses, Certifications & Affiliations:
FINRA Series 6 (Securities Representative), 65 (Uniform Investment Advisor Law Exam), 63 (State Law), Certified Public Accountant Licensed in Connecticut and Florida.
Memberships:
American Institute of Certified Public Accountants. Connecticut Society of Certified Public Accountants, Connecticut State Board of Certified Public Accountants.
Broker-Dealer Affiliation:
CFS Securities, Inc., a Member of FINRA/SIPC.