Adam Peters, Cfp®, Aifa®, Apma® Email & Phone Number

Providing financial advice to others is much more than a profession for me; it’s mytrue calling. Originally pursuing an engineering degree at the University of Wisconsin – Madison, I chose to shift his focus to finance where I would ultimately be a catalyst for positive change in the lives of others, empowering clients to navigate their financial journeys with confidence and purpose.One internship with Goldstein Advisors in the early 2000s led to a long-term position with the team, spanning more than a decade. As the Director of Financial Planning, I am responsible for overseeing the entire financial planning process from data gathering to plan projections, and evaluating different solutions to help clients stay on track towards their goals of financial freedom and independence.I prioritize lasting, collaborative relationships not only with my clients, but also with other professionals to provide a truly integrated, seamless experience. The process of collaborating closely with individuals to articulate their unique financial aspirations and then devise actionable strategies to attain those goals fills me with a sense of purpose and accomplishment.In addition to his B.S. in Consumer Science/Personal Finance, I hold the CFP® designation and was named to Forbes’ Next Gen Best-in-State Wealth Advisors 2019 list. I also obtained a Master of Science degree in Financial Planning and Taxation through Golden Gate University. This area of expertise sets me apart in the industry as I possess a profound understanding of the intricate nuances that shape financial landscapes. Dedicated to staying at the forefront of industry trends and knowledge, I study the latest professional literature, journals, and research to ensure I am well-equipped to provide the most informed guidance to clients.Outside of work, I cherish moments with my wife Kelly and our three children, Millie, Meredith, and Teddy. My creative pursuits include woodworking, photography, and cooking. These endeavors not only round out my identity but also reaffirm the value of balance and the importance of nurturing both my life’s passions and the connections that truly matter.

Listed skills include Services.

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  Director Of Financial Planning And Financial Planner

  Goldstein Advisors

  Sep 2011 - Present - Middleton, Wi