Brian S. Peters, CFP®, CRPC®

Brian S. Peters, CFP®, CRPC®

Senior Vice President

Phone: 720.279.6365
Fax: 720.279.6369
E-mail:

“Comprehensive planning is at the core of our services here at Quintus.”  It is no longer enough to just be knowledgeable about a small part of our clients’ wealth.  “Our clients are interested in a one stop shopping experience and take comfort knowing that a professional group is looking out for their entire financial picture.”  

Understanding of clients’ complete financial situation enables us to function as their “financial quarterback.”  In this role we are able to understand all the moving pieces of their lives and understand how they best fit together.  This comprehensive view also allows for knowledgeable communication with other professionals in our clients’ lives.  “Collaboration with our client’s individual networks gives them the advantage of unified recommendations and clarity of direction.”

In depth planning and portfolio design in early stages of client relationships establish a strong base for ongoing wealth creation and preservation.  We build on this solid foundation with innovative, dynamic day-to-day money management.  In addition, all clients can expect an ongoing systematic review process to ensure they are always kept up to speed with their money and the changing world around them. 

Before joining Quintus, Brian was a Financial Advisor at Merrill Lynch, Prudential Securities and Olde Discount Securities.  Brian was also an Assistant Branch Manager while at Prudential Securities.  He has 13 years of experience in the financial services industry.  Brian's expertise is in comprehensive financial planning, wealth strategies, and daily money management.  He helps clients build, preserve and distribute wealth in a risk conscious and tax efficient manner.

Brian is a Colorado native and attended Cherry Creek High School.  He attended Colorado State University in Ft. Collins, where he received degrees in Finance and Economics.  Brian became a CERTIFIED FINANCIAL PLANNER® certificant in 2005 and received his CHARTERED RETIREMENT PLANNING COUNSELLOR® certification in 2007.
 
Brian maintains series 7, 65, 3, 9 and 10 licenses with FINRA as well as CFP® and CRPC® certificates.  He is a licensed insurance producer in Colorado, New York and Texas.