Peter Finn, CPWA®, CRPC®, CAP®
Peter Finn started his career at Merrill Lynch in his home state of Alaska,
climbing the ranks from a Client Associate assisting a high tier team to
becoming a Financial Advisor himself. His seven years at Merrill Lynch serving hundreds of families taught him about investing, financial planning, and the importance of excellent service. Beyond his practical experience, Peter pursued formal qualifications in his field, earning multiple prestigious designations.
In March of 2022, Peter took the next logical step in his career by launching his own investment company, Finn Wealth Management LLC. This change has allowed Peter to bring the white glove service and personalized planning and investment management he learned at Merrill Lynch to a broader range of investors without the large account minimum typical in the industry. More importantly, this venture represents his dedication to upholding the values of fairness and transparency and protecting the interests of his clients, all of which were being held back by the interference of big corporate interests. One of the most significant changes made possible by starting an investment company has been joining the Dave Ramsey SmartVestor Program.
Family forms a signifificant part of Peter's life. He and his wife, Brittney, have been married since 2016 and are the parents of four children: Kaitlyn, Alexander, Mary, and Caroline. They are regular attendees at St. Luke's
Lutheran church in Spokane and enjoy shared activities, especially reading, movie nights, and camping trips.
Peter is a lifelong learner. His pursuit of knowledge includes reading, podcasts, and learning from others through conversation and debate. In addition to his intellectual pursuits, Peter maintains an active lifestyle
centered around weight training and running.