Peter Holupchinski

Senior Wealth Advisor
CLA Minneapolis

Email
T: {{ formatPhoneNumber( '612-397-3243') }}

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

Resources and event materials

In the community

Prepare & Prosper of Minnesota