Peter Holupchinski

Peter Holupchinski

  • Senior Wealth Advisor
  • CLA Minneapolis
  • CliftonLarsonAllen Wealth Advisors, LLC

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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Resources and event materials

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In the community

Prepare & Prosper of Minnesota