Broker Check
Chris Pakos

Chris Pakos

Wealth Management Advisor/ Owner

Chris is a lifelong Latrobe (Derry Township) resident and has been preparing income tax returns for over 35 years. He obtained his Certified Public Accountant license in Pennsylvania in 1992 and has experience in preparing Personal, Corporate, Partnership and Not-for-Profit tax returns and is affiliated with Cetera Financial Specialists.

Chris has been investment licensed since 1999. He holds investment licenses in Pennsylvania, California, New Jersey, North Carolina, South Carolina, Ohio, Arizona, Florida, Kansas, Maine, Maryland, Massachusetts, Montana, Virginia and West Virginia.

He also holds insurance licenses in Pennsylvania, North Carolina, South Carolina, Maryland, Florida and Arizona. Chris enjoys working with clients in developing tax efficient strategies for their personal and business finances.

Chris is also a Certified Quickbooks Consultant.

On a personal level, Chris is married and has two sons. His personal interests are sports and cars. He has been a youth baseball coach for many years and just recently retired as the Derry Area Senior Legion Baseball Manager. In addition to being an avid sports fan, Chris also enjoys attending car shows in his free time. Chris has also been an avid Fantasy Football fan for many years and is the league manager for a league that has involved family and friends for numerous years. Chris also enjoys golfing with friends and clients in his free time.