CONNECT

Address:

3115 East Lion Lane | Suite 310Salt Lake City, UT 84121

Phone:

(801) 993-0550

801-993-0507 Branch

Fax/Other:

(801) 993-0551

Casey D. Kotter, CFP®, CRPC®

Casey D. Kotter, CFP®, CRPC®

Casey D. Kotter, CFP®, CRPC® has enjoyed over a decade in the financial services industry. In addition to being a practitioner, Casey has held an active role in management.

Casey has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification, as well as the Chartered Retirement Planning Counselor designation.
 
Casey and his colleagues offer an array of services including  investment advisory services, estate planning, retirement planning and business succession planning utilizing tax reduction strategies and insurance solutions.
 
He earned a B.S. in Business Administration with an emphasis in Finance from Portland State University, where he was an All-American wrestler.
 
Casey enjoys golfing and camping with his wife, Lori, and their two sons.
Mobile Phone (801) 993-0520
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck