Peter Balunek, CLU, ChFC, CFP® , Sales & Marketing
Peter Balunek joined The Koptis Organization (TKO) in 2007, bringing with him more than 19 years of business development and marketing experience in several client focused businesses spanning a variety of industries, including information technology, consulting, construction, and financial services. Peter worked closely with the firm’s founder, president, and chief executive officer, Bill Koptis, to identify opportunities, develop and execute growth strategies, and cultivate client and advisor relationships.
Prior to joining TKO, Peter was an agent with New York Life Insurance Company in Cleveland, Ohio. During his tenure with New York Life, he gained extensive knowledge of product offerings – including mechanics and performance – while enhancing his understanding of solutions designed to effectively and efficiently meet client needs.
Peter serves as a trusted advisor to his clients which includes executives, business owners, families and professional advisors in the areas of strategic planning for estate, business and succession planning, employee benefits, executive compensation and wealth accumulation strategies.
Peter earned his BS in business administration from John Carroll University. He holds the Certified Financial Planner (CFP®) Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations, FINRA Series 6 and 63 licenses, and Life & Health licenses. Peter lives in Chagrin Falls with his wife, Molly, and their two daughters. He is active in the Chagrin Valley Chamber of Commerce, where he served as board President from 2005-2007, and other community organizations.