Peter Newman, CFA
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: info@peakwealthplanning.com | Website: www.peakwealthplanning.com
Facebook: www.facebook.com/peakwealthplanning | LinkedIn: www.linkedin.com/in/peternewman
Latest articles by Peter Newman, CFA
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Five Things Employee Owners Need to Know About Their ESOP
Participants in Employee Stock Ownership Plans, or ESOPs, can find answers here about contributions, finding out their ESOP’s value, timing of distributions and more.
By Peter Newman, CFA Published
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How Does an Employee Stock Ownership Plan, or ESOP, Work?
Here's what an employee needs to know about how they can benefit from the growth of their company through these plans, as well as info on accumulation, vesting and distribution.
By Peter Newman, CFA Published
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Five Key Advantages to Working at an Employee-Owned Company
Higher job satisfaction and security are just two reasons that getting hired at a company with an Employee Stock Ownership Plan, or ESOP, could be a good career move.
By Peter Newman, CFA Published
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How to Protect Your Cash and Investments in a Banking Crisis
A focus on FDIC insurance and Treasury-only money market or bond fund options can help safeguard investments when a banking crisis threatens.
By Peter Newman, CFA Published