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Peter Boyack, AIF® |
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Peter serves as a Wealth Manager and works with clients to
develop and implement their financial plan, which includes
investments, estate planning, tax and debt management,
retirement, education and insurance planning. He also serves on
the firm's investment committee.
Prior to joining Creative Planning, Peter was Senior Vice
President of an Independent RIA with clients throughout the
United States. He has over 18 years experience in the financial
services industry, including 10 years in the Private Client
Group at Fidelity Investments. Peter earned the Accredited
Investment Fiduciary (AIF®) designation in 2010.
Peter and his wife Kendra have four children, Marley, Payton,
Chloe, and Ethan. He spends his free time with his family, his
Cub Scout Pack, and running long distances. |
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