Financial Advisors
Albany, CA
Terry Kotsatos is a CFP® and ChFC® certified financial advisor with Edward Jones in Albany, offering comprehensive financial planning and investment management services to individuals and families. With professional certifications emphasizing fiduciary responsibility, Terry helps clients build tailored investment strategies, retirement plans, and long-term financial goals. Edward Jones is known for its local, relationship-focused approach to wealth management.
Ideal for: Individuals and families seeking comprehensive financial planning, retirement preparation, and investment management from a certified advisor
Service area: Albany and surrounding East Bay communities
CFP® and ChFC® Certified: Terry holds both Certified Financial Planner and Chartered Financial Consultant designations, demonstrating advanced expertise and commitment to fiduciary standards in financial advice.
Local Relationship-Based Approach: Edward Jones emphasizes personalized, face-to-face advisory relationships in local communities rather than transactional, one-size-fits-all services.
Address: 1301 Solano Ave Suite 201, Albany, CA 94706
Phone: (510) 237-3495
Website: edwardjones.com
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