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Lance Peters, AIF, CPFA, PPC

Lance Peters, AIF, CPFA, PPC

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  • Timeline

  • About me

    Our team creates and implements bespoke, holistic strategies for successful business owners to legally reduce their tax bills and diversify and protect their assets, and maximize their freedom through CPA partnerships.

  • Education

    • Highline High School

      1982 - 1985
      Diploma

    • City University of Seattle

      -
      Business

    • Auburn Adventist Academy

      1980 - 1982

  • Experience

    • US Navy

      Oct 1985 - Jan 1992

      • Navy

        Oct 1985 - Jan 1992

      • Navy

        Oct 1985 - Jan 1992

    • Wells Fargo purchased Pacific Northwest Financial Services in 2003

      Jan 1997 - Jan 2001
      Investment Consultant

      Investment Management

    • BMO Harris Private Banking

      Jan 2001 - Oct 2005
      Investment Consultant

      Investment Advisor

    • Pacific Capital Resource Group

      Oct 2004 - Dec 2014
      Vice President

      Wealth ManagementInvestment ManagementRecruiting

    • Catholic Professionals of Seattle

      Jan 2010 - Jan 2015
      Board Member

    • Clearpoint Wealth Management Inc.

      Jan 2015 - Nov 2018
      Wealth Advisor

      After serving our country for six years in the Navy, in 1992, Lance began his career in the financial services industry in San Diego with one of the oldest insurance firms in the country as a financial planner. As a financial planner, Lance helped his clients in areas such as life insurance, disability insurance, long-term care insurance, estate planning, and investment management. After nearly five years in San Diego, Lance and his wife, Heather decided to move back to Seattle, where Lance was born and raised. In Seattle, Lance worked at Washington State’s largest commercial bank as a Financial Consultant, helping the banks business customers with their investment needs. Lance then helped The Harris with their Private Client Group, open their doors in Seattle. As a result, Lance worked with high-net worth, ultra-high-net worth individuals, and non-profits with their investment management needs. In 2004, Lance joined Pacific Capital Resource Group, heading up the Investment and 401(k) departments. In 2014, Lance moved his practice to LPL, the largest independent broker dealer (as reported in Financial Planning Magazine, June 1996-2016, based on total revenue).As a Financial Advisor, Lance works with clients creating financial plans and strategies to help work towards the needs of his clients. Lance and his team specialize in providing comprehensive financial planning and consulting services to individuals and businesses including: employee benefits, business transition, professional money management*, retirement, college, insurance, investment, and estate planning. Show less

    • Spotlight Asset Group, Inc.

      Nov 2018 - Aug 2021
      Managing Director

    • Nautical Star Financial Group LLC

      Aug 2021 - now
      CEO

  • Licenses & Certifications

  • Volunteer Experience

    • Servant to the poor

      Issued by Society of St. Vincent de Paul on Jul 2019
      Society of St. Vincent de PaulAssociated with Lance Peters, AIF, CPFA, PPC

    • Accountability Partner

      Issued by The Labouré Society on Jan 2016
      The Labouré SocietyAssociated with Lance Peters, AIF, CPFA, PPC

    • Volunteer

      Issued by 4US.ORG on Aug 2014
      4US.ORGAssociated with Lance Peters, AIF, CPFA, PPC