GUY KOSOV, PORTFOLIO MANAGER, CFA®, CFP®
Guy Kosov is a seasoned portfolio manager and financial planner with a track record of success in helping clients achieve their wealth goals. With years of experience in the industry, Guy’s dedication to excellence and unwavering commitment to ethics make him a trustworthy and reliable advisor.
Guy holds a degree in Business Administration and Finance from Fresno Pacific University and has earned the prestigious CFA® and CFP® designations. Throughout his career, he has achieved many notable milestones as a portfolio manager and most recently joined the esteemed CWT team.
One of the most rewarding aspects of Guy’s work is seeing his clients achieve their financial goals and witnessing their satisfaction with his services. In his free time, Guy is passionate about investing and swimming, having been a competitive swimmer during his college years. He remains an active member of the CFA Society of San Diego and participates in various investment committees at the JCC.
Guy’s wife, Lemor, is an Emmy award-winning journalist who has worked for CBS News, and together they have two sons, Matthew and Jonathan. With Guy’s extensive experience and commitment to helping clients, you can trust him to help you achieve your financial goals.
When not working or volunteering, Guy enjoys spending time with his family, hiking, and enjoying the great outdoors. Don’t hesitate to contact Guy to learn how he can help you maximize your wealth and reach your financial goals.