Tatyana Kozlovska

Associate Advisor

Associate Advisor

Tatyana Kozlovska grew up in Latvia and moved to New York City for college, later enjoying time abroad in Venezuela and Aspen, CO, while also traveling to nearly 30 countries. In 2013, her family relocated to a small horse farm in Ocala, FL, embracing a lifestyle connected to animals, nature, and community. As an Associate Advisor at Canopy 360 Wealth, Tatyana supports the advisory team by assisting with meeting preparation and follow-up, account management and onboarding, financial planning, and serving clients’ ongoing needs. With nine years of experience in the financial services industry, she specializes in retirement planning and emphasizes a goal-based approach that empowers clients to make informed decisions about their financial futures. Tatyana holds an MBA in Finance and International Business and is currently completing coursework toward the CFP® designation. Inspired by her own experience as a first-generation American, she is motivated to help others make educated financial choices that positively shape their families’ lives and legacies. Outside of work, she enjoys backpacking, kayaking, triathlons, knitting, reading, traveling, and spending time with her family. Above all, Tatyana strives to ensure that every client feels supported throughout their financial planning journey with the Canopy 360 team.

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