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Pete Moormeier, CFP®, AWMA®

Pete Moormeier, CFP®, AWMA®

Wealth Management Advisor

Followers of Pete Moormeier, CFP®, AWMA®787 followers
location of Pete Moormeier, CFP®, AWMA®Greater Seattle Area

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  • Timeline

  • About me

    Partner / Private Wealth Manager at Creative Planning, Inc.

  • Education

    • Point Loma Nazarene University

      -
      Bachelor of Arts (B.A.) Business Administration

  • Experience

    • TIAA

      Dec 2013 - Apr 2018
      Wealth Management Advisor

    • Creative Planning

      Apr 2018 - now

      • Partner / Private Wealth Manager

        Dec 2023 - now

      • Private Wealth Manager

        Apr 2018 - Jan 2024

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER ™

      CFP Board
      Jan 2017

    • Accredited Wealth Management Advisor ℠

      College for Financial Planning
      Jan 2014