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Our Team

Pete Kozak, CFP | Principal | BrightPath Wealth Planning

Pete Kozak, CFP®

Principal

pete@brightpathwealth.com 

Back in 1985, two months after Pete graduated from UCLA with a degree in Economics, his father...

Julie Kremer

Office Manager & Operations

julie@brightpathwealth.com 

Julie has been on the team since 2018 and is our “air-traffic controller,” monitoring client...

Nicole Vertz

Para-Planner & Operations

nicole@brightpathwealth.com 

Nicole has been with us since 2020 and plays a critically important role in maintaining...

Jared Martin

Associate

jared@brightpathwealth.com 

Jared joined us as an intern in 2022 when he was finishing his undergraduate degree at...

Holly Larson

Operations

holly@brightpathwealth.com 

Holly joined our BrightPath team this year and comes to us with a background in commercial...

Office

5999 Ridge View Street
Suite B
Camarillo CA 93012

 

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Contact Info

P: 805-764-0335
E: info@brightpathwealth.com

   

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