Louis “PJ” Patierno, Jr., CFP®, ChFC® is a Financial Advisor located in Greenwood Village, CO.
Since 1990, we’ve been helping our clients plan and build strong futures while ensuring they are prepared for unexpected events along the way. It may feel like a stretch, but after all these years we’re convinced that removing the stress many have around their financial life simply improves every other interaction and experience they have.
As we often hear, our success is based on offering clear, effective communication, responsive service, and our ability to look holistically at the right solutions for each situation. We seek to preserve, grow, and distribute the wealth accumulated by our client families. Whether this wealth was accumulated over a career (income, bonuses and/or company stock) or through a life event (a business sale, inheritance or divorce settlement), we educate our clients and seek to have complete transparency while managing these important family assets.
When markets are favorable, we seek to take advantage of these times to grow portfolio wealth and retirement/income resources. In prolonged times of market draw downs, we seek to lessen these effects for the overall plan. This is done with asset allocation and diversification, portfolio hedges, portfolio re-balancing, income management and tactical re-allocation.
PJ earned a Bachelor of Business Administration (Finance) degree from Texas A&M University in 1988. He worked his way through school and started two small companies while in college. He began his financial career in southern California while working for a company that structured financing for large capital equipment acquisitions.
PJ then moved back to Houston, Texas and entered the financial services industry in 1990. In 1998, PJ and his family moved his practice to Denver, Colorado. After working with a firm that specialized in the unique needs of athletes and entertainers, PJ started his own firm, Peak Planning Group, LLC. PJ is the Founder, President, Branch Manager, RIA Representative and Securities Principal for Peak Planning Group, LLC in Greenwood Village, Colorado. This is an independent firm of Raymond James Financial Services, Inc.
The post Financial Advisor Greenwood Village, CO | PJ PATIERNO, JR. CFP® appeared first on Financial Advisor Stuff.