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@captrustadvisors.com
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1 phone found area 303
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Peter Vander Ploeg, Cfp® is listed as Certified Financial Planner™ and Real Estate Investor | Helping clients build wealth through personalized financial planning that includes smart real estate investments at CAPTRUST, a company with 621 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 303, and a matched LinkedIn profile for Peter Vander Ploeg, Cfp®.
Peter Vander Ploeg, Cfp® previously worked as Vice President Financial Advisor at Captrust and Senior Wealth Advisor at Shine Wealth Partners. Peter Vander Ploeg, Cfp® holds Master Of Science (M.S.), Real Estate Finance And Construction Management from University Of Denver - Daniels College Of Business.
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AeroLeads found 1 current-domain work email signal for Peter Vander Ploeg, Cfp®. Compare company email patterns before reaching out.
I'm a proactive financial planner who speaks real estate, with a Masters Degree in Real Estate Finance and certification as a Certified Financial Planner (CFP). As an experienced real estate investor, I've owned and managed rental properties, apartments, and commercial real estate. My background includes expertise in real estate acquisition, renovation, and investing - from fix-n-flips to public trustee auctions to residential and commercial sales. With my knowledge of both personal finance and real estate, I bring a unique perspective to help clients achieve their financial goals through strategic planning that includes their real estate investments.NNN Lease Investments, Triple Net Properties, Cap Rate, Net Operating Income (NOI), Return on Investment (ROI), Internal Rate of Return (IRR), Investment Returns, Passive Income, Property Management, Tenant Improvements (TI), Certified Commercial Investment Member (CCIM), Property Analysis
Listed skills include Investments, Customer Service, Goal Oriented, Self Starter, and 16 others.
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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.
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.
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.
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
Robert Folkes, Cfp®, Cpfa®
Colleague at Captrust
New York City Metropolitan Area, United States
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Attila Toth
Colleague at Captrust
Warren, New Jersey, United States, United States
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Mike Webb
Colleague at Captrust
Newton, New Jersey, United States, United States
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MA
Michael Amberger
Colleague at Captrust
Warren, New Jersey, United States, United States
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Tom Keane
Colleague at Captrust
Boston, Massachusetts, United States, United States
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SA
Shelley Alexander
Colleague at Captrust
Brooksville, Florida, United States, United States
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Denise Buchanan
Colleague at Captrust
United States, United States
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LC
Lizbeth Colunga
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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WC
Will Chitwood
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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EG
Elliot Greenberg, Cfa®
Colleague at Captrust
Greater Chicago Area, United States
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Quick answers generated from the profile data available on this page.
Peter Vander Ploeg, Cfp® works for CAPTRUST.
Peter Vander Ploeg, Cfp® is listed as Certified Financial Planner™ and Real Estate Investor | Helping clients build wealth through personalized financial planning that includes smart real estate investments at CAPTRUST.
AeroLeads has found 1 work email signal at @captrustadvisors.com for Peter Vander Ploeg, Cfp® at CAPTRUST.
AeroLeads has found 1 phone signal(s) with area code 303 for Peter Vander Ploeg, Cfp® at CAPTRUST.
Peter Vander Ploeg, Cfp® is based in Denver Metropolitan Area, United States, United States while working with CAPTRUST.
Peter Vander Ploeg, Cfp® has worked for Captrust, Shine Wealth Partners, Fidelity Investments, Wilson Davis And Company, and Riverbend Real Estate.
Peter Vander Ploeg, Cfp®'s colleagues at CAPTRUST include Robert Folkes, Cfp®, Cpfa®, Attila Toth, Mike Webb, Michael Amberger, and Tom Keane.
You can use AeroLeads to view verified contact signals for Peter Vander Ploeg, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
Peter Vander Ploeg, Cfp® holds Master Of Science (M.S.), Real Estate Finance And Construction Management from University Of Denver - Daniels College Of Business.
Peter Vander Ploeg, Cfp® is listed with skills including Investments, Customer Service, Goal Oriented, Self Starter, Sales, Real Estate, Customer Relations, and Financial Reporting.
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