Peter Finn, Cpwa®, Crpc®, Cap® Email & Phone Number

I started my career at Merrill Lynch in my home state of Alaska, initially working as a Client Associate for a top-tier team before becoming a Financial Advisor. Over seven years at Merrill Lynch, I had the privilege of serving hundreds of families, gaining hands-on experience in investing, financial planning, and the delivery of superior service. My commitment to professional development led me to earn several prestigious designations in the field in addition to regular reading and seminars.In March of 2022, I took a significant step in my career by launching my own investment company, Finn Wealth Management LLC. This move has enabled me to retain the white glove service approach, personalized planning, and investment management I developed at Merrill Lynch while also upholding the values of fairness and transparency without my client’s needs being overshadowed by large corporate interests. One of the exciting opportunities made possible by launching my own investment company was joining the Dave Ramsey SmartVestor Program.I am a firm believer in lifelong learning and regularly read, listen to podcasts, and learn from others through conversation and debate. In addition to my intellectual pursuits, I stay active through weight training and running. This balanced lifestyle, I believe, not only enhances my personal growth but also enables me to better serve my clients.On a more personal note, family is the cornerstone of my life. Brittney and I have been married since 2016 and we have four children: Kaitlyn, Alexander, Mary, and Caroline. We are regular attendees at St. Luke's Lutheran church in Spokane and enjoy a range of shared activities, from reading and hosting movie nights to going on camping trips.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.CRPC® and Chartered Retirement Planning Counselor® are marks owned by the College for Financial Planning which maintains continuing education requirements for advisors who have earned the designation. CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and is used by permission.

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  University Of Alaska System

  Bachelor'S Degree