Peter Speros is a Partner and serves as a Managing Director 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.
Pete has more than 35 years of experience advising clients in personal financial planning and investment portfolio management, specializing in working with corporate executives with concentrated stock, and business owners with liquidity planning needs. Prior to joining Creative Planning, Pete was the co-founder and President of a large independent investment advisory firm.
Pete earned a Bachelor of Science degree in Business Management from The Pennsylvania State University, where he co-captained the school’s first National Championship football team in 1982. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a member of the Financial Planning Association (FPA).
*See all Creative Planning disclosures and sources.