portrait of Terry Kotsatos
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

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 By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
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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