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Our financial advice team


Gene Peters, Financial Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Gene Peters

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Copper Path Financial Advisors
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies

Qualifications

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

Education

  • Mc Master University 1987, Commerce Finance and Marketing

Awards & recognition

  • Five Star Wealth Manager, 2014-2021

Community participation

  • Mason Youth Organization - coach of girls youth softball team. Assistant coach 2010 - 2012, Head Coach 2013 - 2015
  • Current Volunteer activities include The Mason Food Pantry, The Leukemia & Lymphoma Society and the Talbert House

Interests

  • I am an advocate of physical fitness, reading and the occasional beach vacation.
  • I enjoy attending and participating in our childrens' activities and walking our yellow lab.
  • I am an avid skier and enjoy trips to Perfect North and other skiing destinations.