BRIAN W. PETERSON, CFP®
wealth advisor | Partner
Brian Peterson, CFP®, is a wealth advisor and partner at Capstone Financial Advisors. He is committed to educating his clients on financial topics and providing them with an independent, objective analysis of the impact financial decisions may bring. This, he believes, helps deliver peace of mind to his clients and their families.
“It’s very important to me to guide clients as they structure finances in a way that will maximize the probability they can achieve their lifestyle goals without taking an unnecessary risk,” Brian says.”
Invested in your future
Brian understands that a strong relationship is built on open communication and trust. He works to build that connection as soon as he meets a new client. It’s a process that begins with gathering financial details, along with key information about his clients’ and their families’ goals or concerns. With this foundation in place, he can help clients navigate challenges and opportunities that may arise.
“My goal is for clients to feel cared for and respected. I want them to see me as a trusted family friend. When we can build a personal connection, we can navigate through any storm and ensure they remain in the position to continue to work toward – and achieve – their goals.” ”
Building community
Brian lives in the suburbs of Chicago with his wife, two children, and their French Bulldog, Spock. When he can, he enjoys spending his free time on the golf course, reading books, listening to music, or watching TV.
Brian is a CERTIFIED FINANCIAL PLANNER™ certificant. He earned his Bachelor of Science in Finance from Valparaiso University.
Brian's Perspectives
