Wesley M. Kotys,  CFP<sup>&reg;</sup> - Financial Advisor

Wesley M. Kotys, CFP®

AAMS®

President/Wealth Advisor

Kotys Wealth Professionals

1111 Glendale Blvd., Suite 105
Valparaiso, IN 46383
FINANCIAL ADVISOR'S WEBSITE
(219) 465-6924 CONNECT WITH Wesley
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General

Wesley Kotys is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kotys Wealth Professionals in Valparaiso, IN and the surrounding communities.

Financial Advisor Overview

Wesley Kotys, CFP®, AAMS®, is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. While the main office is located in Valparaiso, Indiana, Kotys Wealth Professionals serves clients across the country. We specialize in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. Investment Advisory services offered through TKG Advisors LLC, a Registered Investment Advisor.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AAMS

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources