Kaufmann Kozuch Associates

Vivian Kaufmann and Stephen Kozuch and their associates have successfully helped both individuals and businesses achieve financial security through prudent planning and active asset management.

Vivian came to AXA Advisors in 1990. She is a former business owner and understands the needs of the small business community.  Presently, she is an active member of the National Association of Women Business Owners (NAWBO) and the National Association of Female Executives (NAFE.)

Vivian has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning. 

After working as a fixed income analyst at Paine Webber, Stephen went on to get his MBA in finance at Fordham University where he graduated with honors.  Both Stephen and Vivian are AXA Advisors: Qualified Plan Specialists, Centurian requalifiers and are repeated members of the National Leaders Corp.  They are also qualifying members of the industry's standard, the Million Dollar Roundtable.

Stephen and Vivian both reside in Manhattan and have weekend homes in the northern Catskill Mountains where they relax with their respective families. There they enjoy country pursuits and outdoor activities.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.