Directory

>

Cfp Peter Vander Ploeg

avatar

Cfp Peter Vander Ploeg

Vice President Financial Advisor | CAPTRUST

Lone Tree, Colorado, United States

View contact details (it's free)

Cfp Peter Vander Ploeg

Summary

Peter Vander Ploeg is a seasoned Certified Financial Planner™ with a robust background in real estate investment, holding a Master's degree in Real Estate Finance and Construction Management. He excels in providing personalized financial planning services that integrate real estate strategies to help clients build wealth. With experience spanning various roles in financial advisory and real estate, Peter has a proven track record of managing assets effectively, from residential properties to commercial investments. His expertise includes asset allocation, cash flow analysis, and retirement planning, making him a valuable resource for clients with diverse financial needs. Peter is known for his proactive approach and commitment to ongoing education in the ever-evolving financial landscape. He combines analytical skills with a strong customer service focus, ensuring that each client's unique situation is addressed with tailored solutions. Beyond his professional accomplishments, Peter is passionate about empowering clients to achieve their financial goals through strategic investment decisions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Peter Vander Ploeg

Work Experience

company logo

Vice President Financial Advisor at

CAPTRUST

November 2020 - Present

company logo

Senior Wealth Advisor at

Shine Wealth Partners

April 2018 - November 2020

company logo

Financial Consultant at

Fidelity Investments

November 2015 - March 2018

company logo

Client Management - Managed Accounts at

Fidelity Investments

January 2015 - October 2015

company logo

Retirement Solutions at

Fidelity Investments

February 2014 - December 2014

company logo

Investment Solutions at

Fidelity Investments

June 2013 - January 2014

company logo

Account Executive and Market Maker at

Wilson Davis

January 2011 - June 2013

💼

Employing Broker / Owner at

Riverbend Real Estate

February 2009 - June 2013

company logo

Broker Associate at

Keller Williams Realty, Inc.

January 2006 - January 2009

Logos provided by Logo.dev

Cfp Peter Vander Ploeg

Education

University of Denver - Daniels College of Business, Master Of Science (M.S.)

January 2007 - January 2008

University of Colorado Boulder, Bachelor Of Arts (B.A.)

January 2000 - January 2004

Frequently Asked Questions about Cfp Peter Vander Ploeg

What is Cfp Peter Vander Ploeg email address?

Cfp Peter Vander Ploeg's primary email address is *****************@captrustadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Peter Vander Ploeg work for?

Cfp Peter Vander Ploeg is a Vice President Financial Advisor at CAPTRUST, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Peter Vander Ploeg graduated from?

Cfp Peter Vander Ploeg holds a degree in Real Estate Finance And Construction Management from University of Denver - Daniels College of Business.

How can I directly contact Cfp Peter Vander Ploeg?

To contact Cfp Peter Vander Ploeg directly, you can use the email address *****************@captrustadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Peter Vander Ploeg?

Peter Vander Ploeg is a seasoned Certified Financial Planner™ with a robust background in real estate investment, holding a Master's degree in Real Estate Finance and Construction Management. He excels in providing personalized financial planning services that integrate real estate strategies to help clients build wealth. With experience spanning various roles in financial advisory and real estate, Peter has a proven track record of managing assets effectively, from residential properties to commercial investments. His expertise includes asset allocation, cash flow analysis, and retirement planning, making him a valuable resource for clients with diverse financial needs. Peter is known for his proactive approach and commitment to ongoing education in the ever-evolving financial landscape. He combines analytical skills with a strong customer service focus, ensuring that each client's unique situation is addressed with tailored solutions. Beyond his professional accomplishments, Peter is passionate about empowering clients to achieve their financial goals through strategic investment decisions.

Cfp`s contact details

mail

*****************@captrustadvisors.com

***********@captrust.com

Colleagues

avatar
Nick Wilson

Vice President

avatar
Ryan Thomas Cfp Cpa

Senior Vice President / Financial Advisor

avatar
Ppc™ Patrick Flint

Vice President, Financial Advisor

avatar
Aif Paul Schaffer

Senior Vice President Financial Advisor

avatar
Peter Ashby Ms Cfp Awma

Vice President, Financial Advisor

avatar
Cfp Pete Dinardo

Senior Vice President | Institutional Financial Advisor

avatar
Cfp Aj Morris

Senior Vice President, Financial Advisor

avatar
Andrew Shimp

Senior Vice President | Financial Advisor

avatar
Fred Sloan

Senior Vice President | Financial Advisor

avatar
Anthony Scarpo

Vice President And Financial Advisor

View Contact details (it's free)
Request Profile Removal