Manny Kouzelis

Guiding Principle

 Careful financial advice should simplify the path forward.

Professional Overview

As a Co-Founder and Partner at Madaket Partners, I help individuals, families, and organizations navigate complex financial decisions and build strategies designed to support long-term financial security.

With over a decade of experience in financial services, my work focuses on helping clients navigate retirement planning, investment strategy, and risk management with clarity and confidence. A significant portion of this work involves assisting organizations that offer employer-sponsored retirement plans, including municipalities, educational institutions, and private businesses. Close collaboration with both plan sponsors and employees helps ensure retirement benefits are well understood and effectively integrated into broader financial strategies.

Planning Philosophy

My approach to financial planning centers on clarity, education, and long-term relationships. Thoughtful planning and disciplined strategies allow clients to approach important financial decisions with confidence.

Education & Credentials

Professional credentials include a Finance degree from Southern Connecticut State University, FINRA Series 7 and 66 securities registrations, Connecticut Life, Health, and Disability Insurance licenses, and the Certified Retirement Education Specialist (CRES) designation through the National Tax-Deferred Savings Association.

Background

As a first-generation American born to immigrant parents, an early appreciation for hard work, perseverance, and financial stability helped shape the values that guide the way I serve clients today.

Outside the Office

Home is Meriden, Connecticut, where life is shared with my wife and daughter. Outside of work, time is spent staying active, traveling with family, and being involved in the Greek Orthodox community in New Britain.