Peter Weinbaum-Ameriprise Financial Services, Inc.

Peter Weinbaum-Ameriprise Financial Services, Inc.

Company Info

Market: Atlanta, GA
Category: Financial Services
Sub Category: Business Planning, Divorce Planning, Financial Planning, Investment and Insurance, Retirement
Established: 2003

Other Awards: Five Star Wealth Manager Award 2019-2021; Ameriprise Client Service Award 2020-2021

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About Peter Weinbaum-Ameriprise Financial Services, Inc.

Attention BCN Members:

Peter Weinbaum is a financial advisor in the Atlanta marketplace and has been a financial advisor since 2003.  He specializes in comprehensive financial planning working with individuals and families to help achieve their financial goals, while increasing and preserving their wealth and improving their overall financial position.

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

Areas of Focus:

  • Financial Planning
  • Retirement Plans 401(k), SEP, SIMPLE etc.
  • Investments
  • Insurance & Annuities
  • Retirement Income Strategies
  • Divorce Planning (CDFA®)
  • Funding for Education

Peter is an avid traveler having visited over 50 countries and having lived in seven.  He has two teenage children Brendan & McKenna.  Previously, Peter worked in the airline industry in pricing & revenue management and as a management and tax consultant for a Big Four accounting firm.

He attended the University of Wisconsin-Madison for his BA in Economics, the University of Illinois for his MBA and has an executive certification from the University of Pennsylvania Wharton School for their Retirement Planning Program.   He enjoys all Atlanta & Chicago sports teams and volunteers for Don’t Hide it Flaunt It, a non-profit organization that works to advance acceptance, understanding, tolerance and mutual respect for a person’s blatant or invisible differences

Peter has earned the CFP® (Certified Financial Planner™ practitioner), the highest standard in the industry.  He also holds a CDFA® (Certified Divorce Financial Analyst®) to help those considering the financial aspects going through divorce.  He is also security (Series 7, 24, 53, 66), life, health and variable licensed.

I would like to offer a complimentary initial consultation by calling me at 770-497-5755 or peter.weinbaum@ampf.com.

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The Confident Retirement® approach is not a guarantee of future financial results. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc., All rights reserved. 3438375ACMR0221

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