Kevin Kocsis, CPFA, AIF®

Kevin has been serving clients in the financial services industry since 2007. Prior to joining Peak Wealth Solutions, he worked as a retirement plan consultant, helping employers manage their fiduciary responsibilities while providing financial education to their employees. In 2018, he was recognized as a Top Plan Advisor Under 40 by the National Association of Plan Advisors (NAPA).

Most recently, Kevin served as a Vice President of Institutional Consulting for a global wealth management firm, where he acted as a retirement plan subject matter expert and resource for financial advisors nationwide. At Peak Wealth Solutions, he supports the firm’s retirement plan consulting business while also helping individuals and families achieve their long-term financial goals.

Kevin earned his Bachelor of Science in Business Administration, majoring in Finance, from John Carroll University. He holds the FINRA Series 6, 7, 63, and 65 registrations, as well as life and health insurance licenses. In addition, he has earned the Certified Plan Fiduciary Advisor (CPFA®) designation through NAPA and the Accredited Investment Fiduciary® (AIF®) designation through Fi360.

After more than a decade in Denver, Kevin returned to his hometown of Chesterland, Ohio, where he lives with his wife, Katie, their two children, Kacey and Kendall, and their dog, Koko. Passionate about giving back, Kevin has volunteered as a high school football coach and as a retirement plan committee member for his alma mater, Notre Dame-Cathedral Latin. Outside of work, he enjoys skiing, tennis, pickleball, rock climbing, and hiking.

Candidates for the list were nominated an voted on by industry associates as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments. The rating is not indicative of the investment adviser's future performance; and the investment adviser representative was not paid a fee to participate in the survey.