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Education & Credentials

In addition to more than 8 years of experience in wealth management, Peter has earned multiple professional designations and read dozens of books to better serve you. These allow him to see dangers and opportunities another advisor might miss.

The Certified Private Wealth Advisor
(CPWA®)

The Certified Private Wealth Advisor® (CPWA®) designation is the premier designation in the industry for Private Wealth Advisors serving high net worth clients. signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies for high net-worth clients. 
Prerequisites for the CPWA designation are a Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA®, CFP®, ChFC®, or CPA® license; have an acceptable regulatory history as evidenced by the FINRA Form U-4 or other regulatory requirements and five years of professional client-centered experience in financial services or a related industry. CPWA designees have completed a rigorous educational process that includes self-study requirements, an in-class education component, and successful completion of a comprehensive examination. CPWA designees are required to adhere to IMCA’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks. CPWA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through the Investment Management Consultants Association (IMCA), in conjunction with The Booth School, the University of Chicago.

Chartered Retirement Planning Counselor (CRPC®)

Chartered Retirement Planning Counselor (CRPC) is a professional financial planning designation awarded by the College for Financial Planning. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Chartered Advisor in Philanthropy
(CAP®)

The advisor earning the CAP® designation has taken three graduate school courses in philanthropy including planning for impact in the context of family wealth, charitable strategies, and gift planning in a nonprofit context. The courses are offered through the Irwin Graduate School of The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation. CAP® advisors must meet experience, ethics, and continuing education requirements to use the credential.

Peter Finn Reading List

All of these books have been useful in some way, maybe by understanding planning, investing, how money works, how people respond to adversity, or how to communicate with people in a way that creates positive changes: ​
 

  • The Holy Bible

  • The Total Money Makeover by Dave Ramsey

  • The Richest Man in Babylon by George S. Clason

  • Rich Dad Poor Dad by Robert Kiyosaki

  • 12 Rules for Life by Jordan Peterson

  • Atlas Shrugged by Ayn Rand

  • The Fountainhead by Ayn Rand

  • The Black Swan by Nassim Nicholas Taleb

  • Think and Grow Rich by Napoleon Hill

  • The 7 Habits of Highly Effective People by Steven Covey

  • The Millionaire Next Door by Thomas J. Stanley

  • The Millionaire Mind by Thomas J. Stanley

  • This Time is Different by Carmen Reinhart and Kenneth Rogoff

  • The Art of the Deal by Donald Trump

  • A Random Walk Down Wall Street by Burton Malkiel

  • Too Big to Fail by Andrew Ross Sorkin

  • The Big Short by Michael Lewis

  • Navigate the Noise by Richard Bernstein

  • The Game of Numbers by Nick Murray

  • Behavioral Investment Counselor by Nick Murray

  • Storytelling for Financial Advisors by Mitch Anthony and Scott West

  • Crucial Conversations by Joseph Grenny, Kerry Patterson, Ron McMillan, Al Switzler and Emily Gregory

  • The Autobiography of Benjamin Franklin

  • Man's Search for Meaning by Victor Frankl

  • We the Living by Ayn Rand

  • The Sound of Waves by Yukio Mishima

  • Lord of the Flies by William Golding

  • The Checklist Manifesto by Atul Gawande

  • A Way of Being by Carl Rogers

  • How to Read a Book by Mortimer Adler

  • The Iliad by Homer

  • Fahrenheit 451 by Ray Bradbury

  • Don Quixote by Miguel De Cervantes

  • The War of Art by Steven Pressfield

  • Leviathan by Thomas Hobbes

  • The Speed of Trust by Steven Covey

  • The Unwritten Laws of Business by W. J. King

  • The Power of Habit by Charles Duhigg

  • How to Win Friends and Influence People by Dale Carnegie

  • This is Your Time by Alan Parisse and David Richman 

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