Kevin Lozer

CFP®

Oakton Financial, LLC

Principal

Contact Me

Kevin Lozer

CFP®

Oakton Financial, LLC

Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice for a flat fee, instead of the traditional Assets Under Management (AUM) model. - Kevin Lozer, CFP®

Contact Me

703-871-5014

Fee-Only (Flat Fee) Financial Advisor Located in Oakton/Reston and Serving the Entire Washington D.C. Area

Meet Kevin Lozer

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Kevin Lozer is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kevin Lozer is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Kevin Lozer

703-871-5014

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Office Locations:

  • 11710 Plaza America Dr
    Suite 2000
    Reston, VA 20190

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