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Kevin Lozer (CFP®)

Kevin Lozer focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Kevin is a CFP® practitioner with over a decade of experience as a financial planner.  Kevin started Oakton Financial, LLC in 2018 to provide comprehensive financial planning and investment management at a flat fee price.  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:

  • Principal/Founder, Oakton Financial, LLC 
  • 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)
  • 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. He moved to the Washington D.C. area in 1996 and currently lives in Herndon, VA with his wife, son and daughter. When not working or with his family, Kevin enjoys golfing, exercising, attending sporting events, and traveling. 

NAPFA Start Date

May 06, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

11710 Plaza America Dr Ste 2000 Reston, VA 20190-4743 Phone: (703) 871-5014
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