Casey D. Kotter, CFP®, CRPC®

Casey D. Kotter, CFP®, CRPC®

Casey Kotter, CFP®, CRPC®, has helped his clients build, execute and enjoy their financial goals and priorities since entering the financial services industry in 2002.

Casey has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification, as well as the Chartered Retirement Planning Counselor designation. He and his colleagues offer an array of services, including investment advisory services, estate planning, retirement planning and business succession planning utilizing tax reduction strategies and insurance solutions.

In 2005, Casey received the Stellar Service Award from Lincoln Financial Advisors. He became a partner of Integrated Financial Group in 2012. He is a graduate of Portland State University, where he received his bachelor’s degree in Business Administration with an emphasis in finance and was an All-American wrestler.

Casey lives in Salt Lake City, Utah, with his wife, Lori, and their two sons, Owen and Mason, and niece and nephew Anthony and Skyler. In his free time, Casey enjoys water sports, golfing and camping with his family.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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