288 E Jewett St., Suite 700, White Salmon, WA 98672
Pete Kotkas’s focus is on bringing innovative ideas to help achieve financial success to the private wealth and retirement plan marketplace.
Pete consults on qualified/nonqualified retirement plans and wealth management strategies. His years of experience with retirement plan sponsors and high-net-worth clients has taught Pete the importance of delivering caring service to his clients and building high-quality relationships. Leveraging his experience as an educator, Pete is able to describe retirement and investment concepts in straightforward, familiar terms.
Before establishing his practice, Pete followed his father’s footsteps to a career in finance, where he formed a successful team with Trevor Becker, whom he now partners with.
- Value-Added Business Services
- 401(k) Plan Needs Analysis
- Employee Education Advice and Guidance
- Investment Lineup Evaluation and Design
- Wealth Management Services
- BA, University of Montana
- ESL Teaching Certificate, University of Montana
- FINRA Series 7 and 66 securities registrations
- Bilingual English/Spanish
A Maine native, Pete moved west to attend college at the University of Montana. As an educator, he taught English as a second language in Montana, Costa Rica, and Oregon. He has been an active volunteer with the Freshwater Trust’s Salmon Watch Program and continues to support wildlife conservation. An avid outdoorsman, Pete loves spending time outdoors with his wife, Cassandra, and their son, Levi. Together, they enjoy surfing, gardening, travel, music, cooking, and great food (especially Mexican). When time allows, you may find him fishing, hunting, or even playing golf.