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Principals
Pete Kaplan
President 
216-393-8182
pkaplan@sagepointadvisor.com

City/State: Twinsburg, Ohio

Designations: Series 7, 63, 66, Life, Health, Variable Annuities Licenses, Investment Advisor Representative (Fee Based Advisor)

Areas of Expertise: Retirement Plans and Individual Wealth Management

Pete Kaplan is the President and Co-Founder of PK Benefits Group Inc. Established in 2006, PK Benefits Group Inc. provides Retirement Plan and Pension Services to the Business and Non-Profit Communities, as well as, Individual Wealth Management products and services to participants and individual clients. Pete previously held a position at Morgan Stanley Dean Witter as an investment advisor representative. It was at Morgan Stanley where he obtained his registrations, licenses, and trained in the brokerage Industry. He did his training at the World Trade Center Headquarters in 1994 and began his Career in a local branch in Northeastern Ohio. During his career at Morgan Stanley Dean Witter he began to focus his efforts on learning and understanding the Retirement Plan/Pension Markets. He found this to be a good fit for his business model. He took his experiences and moved to Prudential Securities to join with a group who specifically concentrated on Retirement Plans and High Net Worth clients, one of which was the NBA Players Association. These experiences brought him the knowledge, expertise, and confidence to Co-Found PK Benefits Group Inc in 2006 with his longtime business associate, Brian Petros. His affiliation with SagePoint Financial Inc. (our Broker Dealer affiliation which is part of The Advisor Group that has nearly 6000 independent financial advisors throughout the United States) and his expertise in the Retirement Plan/Pension Market allows PK Benefits Group Inc. to be a major player in the marketplace. Pete Kaplan graduated from Kent State University with a BA in Business Administration and a core in Finance. He resides in Aurora, Ohio with his wife and three children. He is currently enrolled at The Retirement Advisor University At UCLA Anderson School of Management Executive Education. TRAU™ (The Retirement Advisor University) at UCLA Anderson School of Management Executive Education is the first company retirement plan management certification program offered in cooperation with a nationally recognized institution of higher learning. The Mission of The Retirement Advisor University at UCLA Anderson Executive Education is to empower financial professionals focused on the defined contribution and Retirement Plan industry, with the qualifications and skill sets necessary to deliver on the promise of a secure retirement for plan sponsors and participants. He will be one of the first seventy-five students to get this designation in the country.


Brian Petros
Chief Executive Officer

216-393-8182
bpetros@sagepointadvisor.com

City/State: Twinsburg, Ohio

Designations: Series 7, 24, 63, 66, Life, Health, Variable Annuities Licenses, Investment Advisor Representative (Fee Based Advisor)

Areas of Expertise: Retirement Plans and Individual Wealth Management

Brian Petros is the Chief Executive Officer and Co-Founder of PK Benefits Group Inc. Established in 2006, PK  Benefits Group Inc. provides Retirement Plan and Pension Services to the Business and Non-Profit Communities, as well as, Individual Wealth Management to participants and individual clients. Brian previously held a position at Merrill Lynch as a Vice President of Investments. It was at Merrill Lynch  where he obtained his registrations, licenses, and trained in Princeton, NJ. He started his career at  Merrill Lynch in 1994 and worked in various Merrill Lynch locations in Northeast Ohio . During his career at Merrill Lynch he began to focus his efforts on learning and understanding the Retirement Plan/Pension Market. He found this to be a good fit  for his business model. He took his experiences and became an Independent Financial Advisor for SagePoint  Financial, Inc. (our Broker Dealer affiliation which is part of The Advisor Group that has nearly 6000 independent financial advisors throughout the United States) in 2003. These experiences brought him the knowledge, expertise,  and confidence to Co-Found PK Benefits Group Inc. with his longtime business associate, Peter Kaplan, in 2006.  His affiliation with SagePoint Financial, Inc. and his expertise in the Retirement Plan/Pension Market helps PK Benefits Group Inc. to focus on being a major player in the marketplace. Brian graduated from Ohio University with a BA  in Business Administration and a core in Finance. He resides in Macedonia, Ohio with his wife and two children.
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