Peter G. Kosanke, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Peter G. Kosanke, Jr. CFP®

Investment Advisor Representative

Holton & Kosanke Wealth Management, LLC

8427 N Mountain Stone Pine Way
Tucson, AZ 85743
FINANCIAL ADVISOR'S WEBSITE
(520) 638-7788

General

Peter Kosanke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Holton & Kosanke Wealth Management, LLC in Tucson, AZ and the surrounding communities.

Financial Advisor Overview

Peter Kosanke is a Tucson, Arizona native and a graduate of the University of Arizona with a degree in finance. He is a founding partner of Holton & Kosanke Wealth Management, LLC which specializes in Financial Planning for Physicians. His passion is to help medical professionals and their families build financial confidence and an exit strategy out of medicine when they so choose. Peter's practice focuses on guiding medical professionals through the many options for accumulating and preserving their assets while addressing debt and risk management.

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Financial Advisor Experience

Peter Kosanke has been a financial advisor for over 24 yrs. He completed his certification requirements in 2006 as a CERTIFIED FINANCIAL PLANNER™ Practitioner, which is one of the most recognized and distinguished designations in the financial planning industry. He continues to read and stay current in finance in the continued pursuit of providing knowledge and expertise to his clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes

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Helpful Financial Planning Resources