The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Koji Watanabe, CFP®
Vice President, Senior Financial Planner
Koji is a financial planner for Commerce Trust. He is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients.
Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Koji develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax and investment strategies along the way. In addition to his current role, he has also served as a private banking relationship manager with Commerce Trust. Prior to joining Commerce Trust, Koji was a client manager with wealth management group.
Koji received his bachelor of arts degree from Colby College in Waterville, Maine, and has earned his CERTIFIED FINANCIAL PLANNER™ certification. Additionally, Koji is a member of the Kansas City chapter of the Financial Planners Association. He volunteers at Junior Achievement and had past board involvement with Brookside Charter School and KC Plaza Rotary.
Koji and his wife stay busy with their two children’s sporting events and activities. Together, they enjoy hiking, skiing and traveling to new places. Koji also enjoys running and playing the piano. He grew up playing ice hockey and now coaches youth ice hockey and officiates high school and college games.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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