Yannis P. Koumantaros
Co-Founder & CEO

  • 14 years retirement planning and consulting experience
  • Certified Pension Consultant (CPC) Professional Designation
  • Director, American Society of Pension Professionals and Actuaries
  • BA, Business Administration, University of Washington
  • Likes to fish, golf, and travel
Yannis

Petros P. Koumantaros
Co-Founder & Chairman

  • 11 years retirement planning and consulting experience
  • Certified Plan Fiduciary Advisor (CPFA) Professional Designation
  • Formerly project manager with Intel Corporation
  • MBA, Arizona State University
  • BA, Business Administration, University of Washington
  • Likes good food, wine, entertaining, and travel
Petros