Abram Ozeck is a financial advisor at FAO Wealth Inc in Trumbull, CT with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cooper Financial Services, Inc. and CFS Securities, Inc. Prior to joining FAO Wealth Inc, he operated Ozeck Financial Group. In addition to his advisory role, he is also licensed as an insurance agent. FAO Wealth provides discretionary asset management services to individuals, trusts, and business entities, and serves as a 3(21) fiduciary for qualified retirement plans. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis for portfolio construction and emphasizes documented client profiles, ongoing management, and conflict oversight.

Floyd Ozeck is a financial advisor at FAO Wealth Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at CFS Securities, Inc. and Cooper Financial Services, Inc. He also operates an accounting practice as a certified public accountant. FAO Wealth Inc serves pooled and institutional retirement-plan clients, offering discretionary asset management and ERISA 3(21) fiduciary services. The firm’s investment process incorporates multiple analysis methods to develop strategies aligned with client objectives and risk tolerances, providing ongoing portfolio management and support tailored to qualified plans.