Peter Weinbaum CFP®, CDFA®, MBA » Network Members

Peter Weinbaum CFP®, CDFA®, MBA - Financial Advisor

Specialties: Certified Divorce Financial Analyst, Certified Financial Planner, Financial Professionals
Counties Served: Dekalb, Fulton, Gwinnett
Phone: 770-497-5755
2180 Satellite Blvd, Ste 100, 30097, Duluth, GA

More About Peter Weinbaum CFP®, CDFA®, MBA

Greetings and thank you for checking out my bio!

I am a financial advisor with Ameriprise Financial in the Atlanta marketplace and have been doing planning, investments & insurance as an advisor since 2003. I specialize in comprehensive financial planning working with individuals and families to help achieve their financial goals, while increasing and preserving their wealth and improving their overall financial position.  I have also earned the CFP® (Certified Financial Planner™ practitioner), a high  standard in the industry.

If you are considering a divorce or are currently in the process, you may want  a specialist to help to determine how to split your assets to create an equitable settlement.  As a CDFA® (Certified Divorce Financial Analyst®) professional I will help you determine the financial impact of each option.

Our plan will help you analyze your proposed settlement options. I will analyze your overall net worth and cash flow, include analysis of personal vs. marital property, valuing and dividing property, retirement and pensions, spousal and child support, splitting the house and tax implications (e.g. equating qualified vs non-qualified assets).

I can also serve as a personal advocate by examining the financial issues of your divorce, then provide you and your attorney powerful data and graphs to support your case or act as a financial neutral to help create an equitable divorce.

Areas of Focus:

Financial Planning
Divorce Planning (CDFA®)
Retirement Plans 401(k), SEP, SIMPLE etc.
Insurance & Annuities
Retirement Income Strategies
Funding for Education

On a personal note, I am an avid traveler having visited over 50 countries and having lived in seven. I attended the University of Wisconsin-Madison for my BA in Economics, the University of Illinois for my MBA and I have an executive certification from the University of Pennsylvania Wharton School for their Retirement Planning Program.

I enjoy all Atlanta & Chicago sports teams and volunteer for Don’t Hide it Flaunt It that works to advance acceptance, understanding, tolerance and mutual respect for a person’s blatant or invisible differences

Thank you for reading my bio and I look forward to creating a long-lasting partnership with you!

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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