Konstantinos Georgostathis, CFP®, CFS®, CRPS®

Konstantinos brings over 25 years of experience in the financial services industry. In his role, he supports advisors and clients through financial planning analysis, investment coordination, and strategic planning support. Konstantinos has experience across multiple areas of the financial industry, including client service, trading, and relationship management, and is committed to delivering thoughtful guidance and strong follow-through for clients and the advisory team.

Professional Designations & Associations

-BSBA, Business Marketing & Finance | University of West Florida
-MBA | Xavier University
-Chartered Retirement Plans Specialist (CRPS^®)
-Certified Fund Specialist (CFS^®)
-Certified Financial Planner (CFP^®)
-Accounting Certificate | Cincinnati State

Professional & Community Involvement

-Volunteer | Matthew 25: Ministries
-Volunteer | Annual Church Festival

Personal Life

Konstantinos has two children—his son George, who plays college football in California, and his daughter Maria, a freshman in high school. Outside of work, he enjoys reading, playing tennis, mountain biking, hiking, and spending time outdoors.