Peter Wilder
Peter has nine years of experience as a financial advisor. Working through Ameriprise Financial, Peter helps clients achieve 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 was recognized as a Five Star Wealth Manager for 2010-2012, and is certified as a CRPC Chartered Retirement Planning Counselor and a CFP Certified Financial Planner practitioner.
Peter received an Engineering degree from the United States Military Academy, and a MS Masters 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.
Show Appearances:
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.
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