Bogie Korszen bio image.
Bogie Korszen CFP®, MBA SVP, Financial Planning Branch Director

Printable Biography

Bogie spent the first 15 years of his career in various engineering, management and senior executive positions with large corporations. In 1993, he took a short career detour to help his family run a small manufacturing business, eventually becoming its CEO. After selling the business in 1998, Bogie resumed his financial planning career, becoming a financial advisor at A.G. Edwards & Sons, Inc. After the firm was sold to a large bank in 2007, Bogie selected Raymond James as a sound place for his clients.

After graduating with an electrical engineering degree from Stevens Institute of Technology in 1979, Bogie obtained a professional engineering license in the state of Florida. Shifting his career to finance, Bogie received his MBA in 1983 from Nova University, and then became a CERTIFIED FINANCIAL PLANNER™ professional in 1998 and Accredited Asset Management Specialist in 2001, both through the College for Financial Planning. In 2006, he completed his General Supervisor’s Registration as a prerequisite to serving as a branch manager.

Bogie is active in the community, serving on the corporate board of the Big Brothers Big Sisters of the Sun Coast, as well as mentoring youth as a Big Brother. He is also a member of Rotary International and a former board member of the Englewood Rotary Club. In the past, Bogie was a graduate assistant for Dale Carnegie Courses, a counselor for the Service Corps of Retired Executives (SCORE), and a volunteer guardian ad litem certified by the Florida Supreme Court.

The Korszen family enjoys traveling together to run marathons in faraway places. Bogie and Dorothy created the Korszen Family Donor-Advised Fund at the Gulf Coast Community Foundation of Venice to encourage their four kids to give back to the community. They hold family meetings to select donations to local charities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with any organizations mentioned.

Chairman’s Council years awarded: 2014, 2015 and 2016.

Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.