Demetrius A. Kokales, CFP®

Demetrius has been in the finance industry since 2015. On his path to becoming a Wealth Associate with Schneider Downs Wealth Management Advisors, he gained expertise in financial planning by working with high to ultra-high net worth clients in risk management, asset allocation strategy, and retirement income solutions. He greatly enjoys working with people to ensure that they understand their financial situation in order to make sound investment decisions. 

Before joining our team, Demetrius worked with and led the financial planning departments of his prior firms to help them substantially cultivate and grow. He worked closely with families and individuals to create holistic financial plans as a road map to achieving their goals and aspirations in life. In addition, he was able to instrumentally add value, quality, and effectiveness to the financial plans being built for clients. He strives to provide transparency and value to each person that he gets the opportunity to work with.

Demetrius has a strong passion for learning about investment strategies from experienced financial professionals. He enjoys reading, watching movies and sports, and traveling. He currently lives in Plum, PA with his wife, three children, and their chocolate lab, Ziggy.