About Us at PK Financial Group Do you need a retirement plan, a plan for retirement, or both? No matter what, at PK Financial Group, you're covered. An independent, locally-owned financial services firm, PK Financial Group is dedicated to helping businesses, their owners and employees, and other successful individuals plan the lifestyle and retirement they've always dreamed of. Specializing in fiduciary guidance and management of employer-sponsored retirement plans and advanced retirement and estate planning for individual plan participants, the planning professionals at PK Financial Group bring years of experience to help offer financial solutions to clients, their employees, and their families. Peter Kaplan, President Before founding PK Financial Group with longtime friend and associate Brian Petros, Pete gained experience both at Morgan Stanley Dean Witter as an Investment Advisor Representative and at Prudential Securities, where he concentrated on business groups and high net worth clients. He trained at the World Trade Center Headquarters, specializing in 401(k) and individual wealth management. Pete was one of the first 75 professionals in the U.S. to earn a 401(k) certification from The Retirement Advisor University at UCLA’s Anderson School of Management. He is also part of the Retirement Plan Advisory Committee, representing 7000 financial advisors nationally. Pete graduated from Kent State University with a BA in Business Administration and a core in Finance. He is married and has three children. Brian Petros, CEO Brian Petros is the CEO and co-founder of PK Financial Group and an expert on employer-sponsored retirement plans. Prior to establishing PK Financial, Petros served as Vice President of Investments at Merrill Lynch, where he specialized in the 401(k) and pension market. Brian trained at Merrill Lynch headquarters in Princeton, New Jersey, as part of an intensive two-year financial services educational program, finishing in the top 5% of his national class.* In 2003, Brian became an independent financial advisor affiliated with SagePoint Financial, Inc, a relationship that continues today. Brian graduated from Ohio University with a BA in Business Administration and a core in Finance and earned the Accredited Investment Fiduciary designation. He is married with two children.*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.