Pete has nine years of experience as a financial advisor. Working through Ameriprise Financial, Pete helps clients plan for their financial objectives through a long-term relationship based on knowledgeable advice. He offers financial strategies, products and services – and delivers them when, where and how his clients want them.
His areas of focus include family finances, retirement planning strategies and small business. He is certified as a Chartered Retirement Planning Counselor or CRPC® and a CERTIFIED FINANCIAL PLANNERTM practitioner or CFP®.
Pete received an Engineering degree from the United States Military Academy, and a MS Master’s Degree in Business Administration from Boston University. He is active in the community – serving as the Treasurer for The Walker School booster club and participating in the Atlanta German American Business Association and the West Cobb Racquetball League. He enjoys soccer, racquetball, cooking and travel.
For more information about Pete and Ameriprise’s services, visit Pete’s Ameriprise website, or call 770-356-5076.
Advisor office located at 2859 Paces Ferry Rd. SE, Ste. 1160, Atlanta, GA 30339
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
June 21, 2014: Peter Wilder explains how college debt can restrict the ability to purchase a home, and discusses the need to start saving for college early. Peter explains how the GA Hope Scholarships work now, and how much of college costs still remain, even if the full HOPE and Zell Miller Scholarships are earned. Peter explains how the positioning of assets impacts factors into financial aid allocations, and the risks involved in depending on athletic scholarships to pay for school. Peter introduces 529 plans, and explains how they are taxed.
April 26, 2014: Peter Wilder discusses real estate as part of an overall financial plan and the decisions that need to be addressed before purchasing, explains the benefits of VA loans, and possible sources of money for a down payment.
March 15, 2014: Peter Wilder explains the difference between tax preparation and tax planning, and how to develop good long term financial strategies
January 4, 2014: Peter shares how to make specific financial goals for 2014, and makes some recommendations of areas for listeners to target, from reducing short term debt to reviewing and revising estate plans, to tax season tips.
July 27, 2013: Peter explains how real estate fits into a big picture for financial plan. Peter gives listeners advice on how to get into a financial position to be able to purchase a home, and outlines why homeowner’s, life, and disability insurance are so important.
May 4, 2013: Peter outlines specific financial concerns for members of the armed forces – from getting your financial house in order prior to deployment and life insurance issues, to transitioning from military to civilian life.
April 6, 2013: Peter explains the difference between a certified financial planner and a financial advisor, and explains the benefit of finding an independence certified financial planner who can come up with a comprehensive financial plan. Peter details how to find the right financial planner to meet each individual’s needs.
February 9, 2013: Peter outlines how to get your financial house in order for 2013.
December 15, 2012: Peter explains the qualifications needed to be a certified financial planner. He advises homeowners to look at the big picture and determine what they need to not only purchase a home, but keep it. Peter defines a cash reserve and how owning a new or used home can impact theamount of cash homeowners should keep in reserve. He explains the benefits of long term disability insurance and how a certified financial planner can assist homeowners meet their long-term goals.
November 17, 2012: David Perrie interviews Peter Wilder about the importance of making real estate decisions in the context of an overall financial plan, and choosing between different loans and down payment options.