Pete Honiotes, CFP®

Pete serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Prior to joining Creative Planning, Pete worked as a senior investment counselor for one of the nation’s largest investment advisory firms. There he advised high-net-worth individuals, addressing their unique investment, tax and estate planning needs. With more than a decade of experience in the financial services industry, Pete has developed a deep knowledge of providing clients with comprehensive wealth management.

Pete earned a Bachelor of Science degree in finance from Eastern Illinois University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Pete and his wife, Krista, enjoy spending time outside, hiking and paddling on their outrigger canoe. During the winter months, they enjoy traveling and playing board games with friends.