Advisor profile


My approach

Peter Weinbaum - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Peter Weinbaum - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Divorce Financial Planning
  • Family Finances
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA, University of Illinois- Champaign
  • Bachelor of Arts, University of Wisconsin

Interests

  • Family- my two teenage children
  • Music and The Arts
  • Running/triathlons- completed several marathons and Ironman Florida in 2001
  • Chicago & Atlanta baseball, football & basketball sports fan
  • Traveling- visited over 50 countries and lived in 7

Awarded Retirement Planning Specialist from Wharton School University of Pennsylvania in 2007

Community participation

I'm very proud of my sister Meg Zucker who founded this organization: Don't Hide It, Flaunt It - Celebrating a World of Differences - DHIFI, Inc. is a not-for-profit organization that works to advance acceptance, understanding, tolerance and mutual respect for a person's blatant or invisible difference. Inspired by the theme, “The things that make me different make me me," DHIFI Inc. encourages people of all ages to flaunt one's own difference and ultimately embrace and celebrate what makes us all unique.

Awards & recognition

  • Five Star Wealth Manager, 2019
  • Five Star Wealth Manager, 2020
  • Ameriprise Client Experience Award, 2020

Previous experience

  • MML INVESTORS SERVICES, LLC, 2017-2017
  • MSI FINANCIAL SERVICES, INC., 2015-2017
  • NEW ENGLAND SECURITIES, 2009-2014
  • AXA ADVISORS, LLC, 2003-2009

Certified Divorce Financial Analyst

I have received the Certified Divorce Financial Analyst (CDFA®)designation from the Institute for Divorce Financial Analysts. As a CDFA® professional, I have met the requirement of three years’ experience as a financial professional, accountant, or matrimonial lawyer. I have also completed a series of self-study courses and passed an exam for each course. By completing this specialized training, I have learned how to help clients with financial issues that will affect the rest of their lives, including those issues affected by decisions concerning personal vs. marital property, spousal and child support, and valuing and dividing property.