Terry Kotsatos, Financial Advisor

FINANCIAL ADVISOR
Terry Kotsatos

CFP®, ChFC®
1301 Solano Ave Suite 201, Albany, CA 94706opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Sustainable investing
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Traveling
  • Music
  • Animal Rescue
  • Hiking
  • Volunteering

Team Members

  • Tami Prince
    Sr. Branch Office Administrator
    FPQP®
  • Lennette LaRiza
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(510) 237-3495

Fax

(877) 498-5789

Office Address

1301 Solano Ave Suite 201
Albany, CA 94706opens in a new window

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