Myles Bozinovski has more than 15 years of experience in the financial-services industry, having started out as a financial adviser at Morgan Stanley in 1999. He later shifted to the distribution side and held various internal, management, and external positions at TCW. Before joining Flexible Plan Investments, Myles was regional vice president at CLS Investments. Over the years, he has helped countless advisers manage and service their clients' needs.Drawing on his experience as a financial adviser, Myles uses a consultative approach to help advisers grow their businesses, strengthen client relationships, and improve the service and investment management they provide to their clients.Myles lives in Huntington Beach, California, with his wife, Karen, and their three children. He spends his free time with his family, attending gymnastics, water polo, and dance competitions and practices.
The internal teams provide advisers with document assistance, identify portfolio options for advisers and their clients, and offer regular webinars and seminars to help advisors build their practices.
Debbie has been part of the Flexible Plan team since 1998.
Cristin has been part of the Flexible Plan team since 2020.
Contact Jennifer for assistance with broker-dealer changes, commission reports, third-party software download requests, or strategy changes.
Jennifer has been part of the Flexible Plan team since 2005.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Barb has been part of the Flexible Plan team since 2000.
Contact Laurie if you have service or billing questions about your existing client accounts.
Laurie has been part of the Flexible Plan team since 1993.