Peter Zobel
Institutional Advisor, Partner
Peter serves as an Institutional Advisor at Creative Planning. In this role, he manages assets exclusively for nonprofit organizations and private foundations. His areas of expertise include fiduciary training, endowment-related best practices and development of Investment Policy Statements and Spending Policies.
Prior to joining Creative Planning, Peter was a client services manager at an independent investment advisory firm, where he helped clients develop and execute comprehensive plans for achieving their goals.
Peter earned a Bachelor of Business Administration degree in economics and finance and a Bachelor of Arts degree in organizational communication from McKendree University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards. Peter serves as a Finance Committee Member with the Johnson County Library Foundation.
In his free time, Peter enjoys cooking, reading, going to concerts, cheering on Chicago sports teams and playing with his dog.
Articles by Peter Zobel
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