Deep Enrich
Peter Lisicky, CFP®
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Scottsdale, Arizona, United States
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About me
Vice President - The Glynn Lisicky Group at Robert W. Baird & Co.
Education
Penn State University
1994 - 1998Bachelor of Science (B.S.) Finance, General
Experience
Benetton Basket Treviso
Aug 1998 - Dec 2000Guard
Associazione Lugano Basket Tigers
Oct 2001 - Jun 2002Guard
Stadtsport/TXU Energie Braunschweig
Aug 2002 - May 2005Guard
Paris Basketball
May 2005 - Jun 2005Guard
Anwil SA
Nov 2005 - Jun 2006Guard
S.S. Felice Scandone Avellino
Oct 2006 - Jun 2009Guard - Team Captain
Vanguard
May 2010 - Feb 2013Investment SpecialistConsultative sales with clients and prospects, assisted with portfolio construction, asset consolidation, small business retirement plans and complex retirement issues. Served on the Diversity Committee and the Correspondence Compliance team.
Robert W. Baird & Co.
Feb 2013 - nowFinancial AdvisorAs a CERTIFIED FINANCIAL PLANNER™ professional, I employ a structured approach to analyze and develop a financial plan that is personalized and tailored to each of my clients’ situations. By leveraging the vast experience and resources of Baird, I help my clients grow and protect their wealth, while being mindful of their unique tax and estate planning circumstances.
Licenses & Certifications
Uniform Combined State Law (Series 66)
FINRAMar 2013General Securities Representative (Series 7)
FINRAJun 2012Investment Company Products/Variable Life Contracts Representative Exam (Series 6)
FINRAJun 2010Uniform Securities Agent State Law (Series 63)
FINRAJun 2010- View certificate
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardJul 2015
Languages
- itItalian
- geGerman
- slSlovak
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