Peter Speros Email & Phone Number

Pete is a Partner and Managing Director at Creative Planning LLC, a Registered Investment Advisory firm that provides comprehensive financial planning, portfolio management, income tax preparation, estate planning and legal services to affluent clients.Creative Planning acquired Sullivan, Bruyette, Speros & Blayney in April, 2021.Pete was recognized in Washingtonian Magazine again in 2022 as one of the area’s Top Financial Planners.Washington Business Journal NABCAP surveys, have recognized Pete as one of Washington D.C.'s premier financial advisors.Northern Virginia Magazine recognized Pete as one of Northern Virginia’s Top Financial Advisors.Pete co-founded Sullivan, Bruyette, Speros & Blayney, Inc. in 1991. Pete served as President and member of the firm’s Board of Directors and Management Committee that governed all firm policies and client service and management. Also served on the firm’s Investment Policy Committee, which directs overall investment policy strategy and security selection.The firm received numerous financial industry awards and accolades including Top Registered Investment Advisory Firm rankings by Barron's, Financial Advisor Magazine and the 2012 Charles Schwab prestigious Trailblazer Award which specifically recognizes a firm that has advanced the industry through visionary leadership, operational excellence and innovative use of technology. Pete is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association (FPA). He is regularly featured in financial publications, including Washington Post, Dow Jones Investment Advisor, Financial Planning magazine, Money magazine, Mutual Funds, Ticker, USA Today, and U.S. News and World Report.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. Specialties: Portfolio Management, Financial Planning and Tax Preparation