Peter serves as Director of International Investments, working with clients around the world to help them achieve their financial goals through comprehensive financial planning that addresses all aspects of a healthy financial life including global investments, cross-border tax and estate planning, college savings, and retirement.
Peter brings to his clients more than 17 years of experience in the financial services industry. Prior to joining Creative Planning, Peter was the Chief Investment Officer for an independent investment advisory firm servicing international clients. He previously worked in institutional asset management for major international financial firms while living in Los Angeles and Singapore.
Peter earned a Bachelor of Arts degree in Economics and a minor in Chinese Studies from the University of California at San Diego. He also completed a Mandarin language scholarship at the National Taiwan Normal University and speaks Mandarin fluently. Peter has earned a Master of Business Administration in Finance from the UCLA Anderson School of Management and is a Chartered Financial Analyst® as designated by the CFA Institute.
Peter and his wife Putri have six children ranging in age from 4 to 17. In his spare time, Peter enjoys spending time with his wife and children, playing sports (especially volleyball, surfing, water/snow skiing), cooking, traveling and watching movies.
608-425-9025 direct | 608-237-1318 main