Peter Nieporent, CFP®
Wealth Manager
Peter 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.
With more than a decade of experience in the financial services industry, Peter offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as a Senior Wealth Advisor at a national independent investment advisory firm, where he specialized in portfolio construction, comprehensive financial planning, and tax and estate planning strategies.
Peter earned a Bachelor of Business Administration degree in finance from Pace University, where he captained the men’s lacrosse team. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Peter and his wife, Sarah, have a son, Henry, and a golden retriever, Charlie. In his spare time, Peter enjoys golfing, skiing and spending time with his family.
Articles by Peter Nieporent, CFP®
*See all Creative Planning disclosures and sources.
