Terry Kotsatos

INSPIRATION

At age 14, my grandfather immigrated alone from Greece to the U.S. without money, education or family support. Through hard work, determination and a disciplined saving and investing attitude, he achieved the American dream. I am humbled by his bravery and grateful for the life lessons he instilled in me. He gave me the confidence and taught me the discipline needed to build my own future and financial security, all the while loving me dearly. Passing these experiences and discipline onto my clientele is my way of paying forward my grandfather's legacy.


EXPERIENCE

I have helped guide individuals and families toward achieving their financial goals since 1995, joining Edward Jones in 2010. Supporting me is an extraordinary Senior Branch Office Administrator, Tami Prince, a 21-year veteran of Edward Jones. I am a graduate of The Ohio State University with a degree in economics. I have also earned an Executive Certification in Financial Planning from Pepperdine University. In addition, I am a CERTIFIED FINANCIAL PLANNER™ professional and have earned the Chartered Financial Consultant® designation. In 2015, I became a limited partner with Edward Jones.


PHILOSOPHY

I guide my select clientele towards achieving their financial goals only after having a clear understanding of their purpose. From there, I use an established process to build personalized strategies to help achieve their goals. Finally, I partner with my clients throughout their lives to help keep them on track. Our disciplined approach helps our clientele to organize, build, protect and ultimately transfer wealth.


PERSONAL

My wife and I, and our two children, ages 13 and 10, reside in N. Berkeley along with our multitude of pets. I am an animal lover and supporter of animal welfare organizations. I am also a percussionist and passionate about the live music experience. I am a member of the Rotary Club of El Cerrito, recently serving two terms as president. I'm also a member of both the Albany and El Cerrito Chambers of Commerce, and Solano Avenue Association.