
Peter Holupchinski
- Senior Wealth Advisor
- CLA Minneapolis
Education
Peter is a CFA® charterholder, a CERTIFIED FINANCIAL PLANNER™certified public accountant, and a certified public accountant. He also holds his Series 63 license.
Overview
I'm a wealth advisor serving non-profit organizations as well as business owners and families. We create detailed financial plans and manage portfolios for institutions and individuals to help them achieve their goals.
Upcoming speaking engagements
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Prepare & Prosper of Minnesota