meet

petros

CPFA

consultant

tacoma, wa

bio

Petros Koumantaros is a Financial Consultant who joined intellicents in 2018 and leads the firm's office in Seattle, Washington. Petros is thrilled to work with intellicents and empower individuals, their families, and workplaces to achieve financial independence.

 

The eldest son of an immigrant small business owner and a schoolteacher, Petros was born and raised in Tacoma, Washington. After completing undergraduate studies at the University of Washington, Petros began his career in the technology sector at the world’s largest semiconductor company.

 

Petros earned a MBA from Arizona State University, and soon thereafter joined the consulting firm his father started under challenging circumstances. After his father’s tragic passing from bladder cancer, Petros was called upon to lead the organization at a young age. Since then, the firm has grown significantly, made strategic business acquisitions, expanded into new geographic markets, and delivered new service offerings to clients.

 

In 2011, bit by the entrepreneurial bug like his parents before him, Petros co-founded a FinTech company, which empowers individuals to save and invest better for whatever comes next in life.

 

In 2013, the Puget Sound Business Journal honored Petros as one of the region's 40 Under 40 -- an award recognizing the top business leaders under the age of 40 who excel in their industry and show dynamic leadership.

 

Passionate about giving back to the community, the Koumantaros family launched the Pano Koumantaros Cancer Research Fund, named after Petros’s father, which has raised more than $1.5 Million in support of cancer research, care, and treatment initiatives.

education & certifications

Petros earned a Bachelor of Arts in Business Administration from the Foster School of Business at the University of Washington in 2001, and a Master of Business Administration from W. P. Carey School of Business at Arizona State University in 2004. Petros holds the following designations and previously passed securities exams:

  • Certified Plan Fiduciary Advisor (CPFA)

  • Series 65 - Uniform Investment Advisor

my idea of

living the dream

Time is our most precious resource, so living the dream is the freedom of doing what you want, when you want, and with whom you want.

dream job

this is my

I love delivering value and achieving results through collaboration with colleagues and clients. Seeing firsthand the positive outcomes of contributions is incredibly energizing.

this is how i

make it real

Family, Food, Friends, Fitness, and Fun

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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