Peter Newman, CFA

Peter Newman, CFA

President, Peak Wealth Planning, LLC

Peter Newman founded Peak Wealth Planning, LLC in 2014 to provide financial planning and investment management for individuals who built their wealth through ESOP participation, business ownership or real estate investing. He helps families diversify their concentrated stock, reduce estate taxes, preserve wealth and generate stable retirement income. Peter holds the Chartered Financial Analyst designation, considered by many to be the gold standard for investment management. 

Prior to founding Peak Wealth, Peter spent two decades in Treasury Operations at the University of Illinois System where he managed capital financing, insurance programs, banking, agricultural properties and $3 billion of combined operating and endowment investments. 

In his free time, Peter enjoys vegetable gardening, biking, skiing and home remodeling.

Phone: 217-303-5040 | Email: | Website:

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