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Kris Kohtz (CFP®, EA)

Kris Kohtz focuses in the
following client markets or areas of practice:

  • Business Owners
  • Millennials
  • Tax Planning

Planning Specialties

Comprehensive Financial Planning

Investment Management

Wealth Management

Retirement Planning

Small Business Planning

Young Professionals

Tax Planning

NAPFA Start Date

January 11, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

____ Seattle, WA 98118 Phone: (206) 485-1010
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