AeroLeads people directory · profile
David P. Kocsis, Aif Email & Phone Number
Managing Principal and Retirement Plan Consultant
at
Peak Wealth Solutions
2 work emails found
@retirepeak.com
2 phones found area 440
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Principal and Retirement Plan Consultant
Location
Greater Cleveland, United States, United States
Company size
Who is David P. Kocsis, Aif? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David P. Kocsis, Aif is listed as Managing Principal and Retirement Plan Consultant at Peak Wealth Solutions, a company with 10 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at retirepeak.com, phone signal with area code 440, and a matched LinkedIn profile for David P. Kocsis, Aif.
David P. Kocsis, Aif previously worked as Managing Principal/Retirement Plan Consultant at Peak Wealth Solutions and Retirement Plan Consultant at River Financial Group. David P. Kocsis, Aif holds Bachelor Of Business Administration (Bba), Marketing from Bowling Green State University.
Company email context
Email format at Peak Wealth Solutions
This section adds company-level context without repeating David P. Kocsis, Aif's masked contact details.
*@retirepeak.com
74% confidence
AeroLeads found 2 current-domain work email signals for David P. Kocsis, Aif. Compare company email patterns before reaching out.
Profile bio
About David P. Kocsis, Aif
Our firm is dedicated to helping you plan for and achieve your unique vision for the future. We assist with your retirement planning needs by providing personalized financial advice and comprehensive investment solutions – all focused on helping you achieve your long-term goals.Personalized Advice: We help simplify financial planning by working with you to clarify and define your personal goals for the future. Using our Retirement Journey process, we implement personalized investment strategies to help you achieve retirement success.Financial Education: With greater financial understanding, you’ll gain the confidence it takes to make informed retirement planning decisions. At Peak Wealth Solutions, it’s our passion to help guide and educate our clients - beginning with our financial educational seminars and continuing with in-person meetings and regular portfolio reviews.Client First Approach: As an objective and independent fiduciary advisor, we put your best interest first. As SEC Registered Investment Advisors we have an obligation to adhere to a strict fiduciary code. Our independence allows us to evaluate and consider all available solutions in the marketplace and only recommend those that are most suitable to help you achieve your stated goals. Every member of our team is dedicated to helping you achieve your dreams.
Listed skills include Financial Advisory, Fixed Annuities, Insurance, Retirement Planning, and 16 others.
Current workplace
David P. Kocsis, Aif's current company
Company context helps verify the profile and gives searchers a useful next step.
Peak Wealth Solutions
6 roles · 24 years
David P. Kocsis, Aif work experience
A career timeline built from the work history available for this profile.
Managing Principal/Retirement Plan Consultant
CurrentFor corporate and non-profit Retirement Plan Sponsors we provide retirement plan consulting services focused on reducing fiduciary liability and improving participant outcomes. Our primary objective is to prepare participants for retirement and ensure they are on track to replace 80% of their income throughout retirement. A truly successful retirement plan.
Nov 2013 - Present
Retirement Plan Consultant
River Financial Group
Assist business owners and their employees obtain a successful retirement through effective solutions, proactive oversight and fiduciary management of their 401(k)/403(b) retirement plans.
Jun 2007 - Nov 2013
Aug 2005 - Mar 2007
Retirement Plan Sales
2002 - 2005
~3 yrs
Empoyee Benefits Sales
Jan 2000 - May 2002
Team & coworkers
Colleagues at Peak Wealth Solutions
Other employees you can reach at retirepeak.com. View company contacts for 10 employees →
SV
Sarah Vale
Colleague at Peak Wealth SolutionsGreater Cleveland, United States
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LM
Linda Mengelkamp
Colleague at Peak Wealth SolutionsBeachwood, Ohio, United States, United States
View →
KS
Katie Semproch
Colleague at Peak Wealth SolutionsStrongsville, Ohio, United States, United States
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KW
Keith Witkowski, Cpa, Cfp®
Colleague at Peak Wealth SolutionsGreater Cleveland, United States
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GG
Greg Gromek
Colleague at Peak Wealth SolutionsBeachwood, Ohio, United States, United States
View →
Sarah Vale
Colleague at Peak Wealth SolutionsGreater Cleveland, United States
View →
LM
Linda Mengelkamp
Colleague at Peak Wealth SolutionsBeachwood, Ohio, United States, United States
View →
KS
Katie Semproch
Colleague at Peak Wealth SolutionsStrongsville, Ohio, United States, United States
View →
KW
Keith Witkowski, Cpa, Cfp®
Colleague at Peak Wealth SolutionsGreater Cleveland, United States
View →
GG
Greg Gromek
Colleague at Peak Wealth SolutionsBeachwood, Ohio, United States, United States
View →
2 education records
David P. Kocsis, Aif education
Bachelor Of Business Administration (Bba), Marketing
Education record
Notre Dame - Cathedral Latin
FAQ
Frequently asked questions about David P. Kocsis, Aif
Quick answers generated from the profile data available on this page.
What company does David P. Kocsis, Aif work for?
David P. Kocsis, Aif works for Peak Wealth Solutions.
What is David P. Kocsis, Aif's role at Peak Wealth Solutions?
David P. Kocsis, Aif is listed as Managing Principal and Retirement Plan Consultant at Peak Wealth Solutions.
What is David P. Kocsis, Aif's email address?
AeroLeads has found 2 work email signals at @retirepeak.com for David P. Kocsis, Aif at Peak Wealth Solutions.
What is David P. Kocsis, Aif's phone number?
AeroLeads has found 2 phone signal(s) with area code 440 for David P. Kocsis, Aif at Peak Wealth Solutions.
Where is David P. Kocsis, Aif based?
David P. Kocsis, Aif is based in Greater Cleveland, United States, United States while working with Peak Wealth Solutions.
What companies has David P. Kocsis, Aif worked for?
David P. Kocsis, Aif has worked for Peak Wealth Solutions, River Financial Group, Omega Pensions, Inc., Employers Select Plan, and New England Financial.
Who are David P. Kocsis, Aif's colleagues at Peak Wealth Solutions?
David P. Kocsis, Aif's colleagues at Peak Wealth Solutions include Sarah Vale, Linda Mengelkamp, Katie Semproch, Keith Witkowski, Cpa, Cfp®, and Greg Gromek.
How can I contact David P. Kocsis, Aif?
You can use AeroLeads to view verified contact signals for David P. Kocsis, Aif at Peak Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did David P. Kocsis, Aif attend?
David P. Kocsis, Aif holds Bachelor Of Business Administration (Bba), Marketing from Bowling Green State University.
What skills is David P. Kocsis, Aif known for?
David P. Kocsis, Aif is listed with skills including Financial Advisory, Fixed Annuities, Insurance, Retirement Planning, Sales, Finance, 401K, and Retirement Plan Consulting.
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