Peter Vander Ploeg, Cfp® Email & Phone Number

Lone Tree, Colorado, United States

As a Certified Financial Planner, I specialize in working with clients who have assets ranging from one to twenty million dollars. My focus is on providing holistic financial planning services that encompass estate planning, tax planning, and risk management. I understand that every client's situation is unique, and I work diligently to create customized solutions that meet their specific needs. With years of experience in the industry and a commitment to ongoing education, I am equipped to guide my clients through the constantly shifting financial landscape. My goal is to help each client achieve their financial objectives and to provide them with peace of mind knowing that their financial future is secure.

Lone Tree, Co

Shine Wealth Partners, acquired by CAPTRUST November 2020

Greenwood Village, Co

Cultivated client relationships through an ongoing consultative sales process focused on holistic financial planning. Provided a simple presentation of complex financial planning topics leading to high client engagement, referrals, and consistently increasing quarterly production. Continued follow up and ongoing relationship management to drive further client loyalty.- 2015 Excellence in Action award winner- 2015 MVP Nominee

Denver, Co

Greater Denver Area

- Personally responsible for over $4 million in sales- Guided and advised clients during their transactions to achieve their goals- Reduced the time necessary to visit and assess properties resulting in lower operating costs- Consulted with the manager of the Real Estate Owned and Broker Price Opinion divisions regarding property evaluations- Counseled owners of foreclosed homes about the foreclosure process

Master Of Science (M.S.), Real Estate Finance And Construction Management

Bachelor Of Arts (B.A.), Philosophy