Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® Email and Phone Number

Financial Advisor, Managing Partner at Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC @ Iron Birch Advisors®
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s Location
New York, New York, United States, United States
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s Contact Details

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® work email

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® personal email

n/a

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® phone numbers

About Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®

Email: peter.kettle@ampf.com Tel: 212.759.2015 Cell: 917.273.2195Iron Birch Advisors®— A private wealth advisory practice of Ameriprise Financial Services, LLC**My ApproachYour immediate needs and concerns, as well as your future dreams and goals, drive a strong financial plan. I’ve created a streamlined and informative process, guided by a mutual understanding of what matters most to you.Step 1: Discovery– My financial planning approach is comprehensive, enabled with data gathering. The more data I acquire, the better the strategies. I review everything from investment to real estate, retirement accounts, education funding, social security benefits, insurance, estate documents etc.Step 2: Conduct Analysis– Once I have vital details, I can review your current and future financial situation, identify the likelihood of you reaching your goals and address any potential shortfalls or impact of unexpected life events.Step 3: Develop tailored strategies– Each client has individualized needs, which I help them plan to achieve through customized strategies. Finding the most effective strategy to each objective is my priority.Step 4: Implementation– With my guidance, you will have access to our array of products and services that collectively can provide you with a foundation for implementing and carrying out your financial strategy.Step 5: Review– As part of my ongoing commitment, I’ll review your financial plan and help ensure it is updated with developments in your life. Considering market conditions or changes in your circumstances, I advise adjustments.**Areas of Focus• Wealth Preservation Strategies• Retirement Planning Strategies• Employee Stock Options• Estate Planning Strategies• Insurance• Investment Management• Executive Compensation and Benefit Strategies• Tax Planning Strategies• Charitable Giving• Saving for Education• Retirement Income Strategies**Qualifications• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner• ChFC® Chartered Financial Consultant®• APMA® Accredited Portfolio Management Advisor℠• CLU® Chartered Life Underwriter®• Series 7• Series 63• Series 66• Life and Health**Interests• Outside of work, I love to bicycle, read books, trout fish and appreciate art.• My wife Ellen and I live in Brooklyn with our two boys, James and William.• We enjoy traveling to various places around the world.

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s Current Company Details
Iron Birch Advisors®

Iron Birch Advisors®

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Financial Advisor, Managing Partner at Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® Work Experience Details
  • Iron Birch Advisors®
    Managing Partner
    Iron Birch Advisors® Nov 2019 - Present
    New York, New York, Us
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  • Ameriprise Financial Services, Llc
    Financial Advisor
    Ameriprise Financial Services, Llc Nov 2019 - Present
    Minneapolis, Mn, Us
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  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Aug 2012 - Nov 2019
    New York, Ny, Us
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Feb 2009 - Aug 2012
    St. Louis, Mo, Us
    View
  • Citi
    Director
    Citi Oct 1997 - Mar 2008
    New York, New York, Us
    View
  • Kleinwort Benson
    Senior Vice President
    Kleinwort Benson 1983 - 1997
    London, Gb
    View

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® Skills

Investments Wealth Management Services

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Executive Mba
  • University Of Oxford
    University Of Oxford
    Modern Languages

Frequently Asked Questions about Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®

What company does Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® work for?

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® works for Iron Birch Advisors®

What is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s role at the current company?

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s current role is Financial Advisor, Managing Partner at Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

What is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s email address?

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s email address is pe****@****ley.com

What is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s direct phone number?

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s direct phone number is +191727*****

What schools did Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® attend?

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® attended Nyu Stern School Of Business, University Of Oxford.

What are some of Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s interests?

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® has interest in Local Food, Skiing, The Hudson Valley, Bike Riding, Charity.

What skills is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® known for?

Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® has skills like Investments, Wealth Management Services.

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