Pete Woodring, Awma® Email & Phone Number

As a Client Advisor for Mission Wealth, I become familiar with each client’s specific financial and life goals and then deliver customized financial planning, investment options, and tax strategies. I carefully walk clients through a goals-based planning process and in time, relieve financial stress and provide redirection so my clients can live the life they desire. I like to work with clients who are interested in being part of the dynamic planning journey. Many of my wealth planning clients have been athletes that were lucky enough to continue playing at professional sports clubs and organizations. Professional athletes have a unique set of financial challenges that conventional financial planning does not accommodate. During my years as a professional soccer player, I realized that many of my own financial needs were not met outside of standardized planning options. After leaving the league, I founded a wealth management firm with my father prior to joining the team at Mission Wealth. Getting the chance to collaborate with other athletes and help them realize their true wealth has been a lifelong goal of mine. Working with Mission Wealth has allowed me to specialize in guiding clients through major life events, including retiring from professional sports. To learn more, please visit our website at missionwealth.com, or send me a personal message; I look forward to connecting!

Listed skills include Investments, Wealth Management, Retirement, Investment Advisory, and 5 others.