John Cotterman CPC/QPFC/APR/ERPA

John Cotterman CPC/QPFC/APR/ERPA

Pension Shareholder

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Mr. Cotterman is the Vice President and a Shareholder of KB Pension Services, Inc. (KBPS). He provides Retirement Planning and Administration services to small and medium businesses. In addition to co-managing KBPS, he is responsible for marketing the company’s services to the businesses of the local community as well as to all of Central and Southern Florida. He joined KBPS in 2003 and has over 30 years of experience in the retirement planning industry.

Mr. Cotterman has been a member of the American Society of Pension Actuaries since 1988.

Education

  • Indiana University
    B.S. in Mathematics

Licenses / Certifications

  • Certified Pension Consultant
  • Qualified Plan Financial Consultant
  • Accredited Pension Representative
  • Enrolled Retirement Plan Agent

Organization Involvement

  • American Society of Pension Professionals and Actuaries
  • National Institute of Pension Administrators

Contact Us

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Our Locations

Sarasota Office
1990 Main Street, Suite 801
Sarasota, FL 34236
Phone: 941.365.4617
Toll Free: 800.966.8676
Fax: 941.954.3207

Lakewood Ranch Office
9423 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: 941.365.4617

Tampa Office
4350 West Cypress Street
Meridian One, Suite 930
Tampa, Fl 33607
Phone: 813.675.8800

Lets Get Started.

 

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