Peter Philipp, CFA, CFP®

  • Peter Philipp, CFA, CFP®
    Financial Advisor

    Peter is a Financial Advisor at FutureNest. Peter has extensive financial services experience having held positions with Accenture and Wells Fargo. He also co-founded Achex, an online payments company.

    Peter enjoys a variety of outdoor activities, including morning boot camps in a local park. His hobbies include iPhone photography and travel. In his free time, he enjoys teaching and volunteer work.

    U.C. Berkeley has recognized Peter with the Golden Bear Award for outstanding commitment to the Personal Financial Planning program. The Haas School of Business has presented Peter with the Leading through Innovation Executive Award for his advisory board work.

    Peter holds both the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP®) certification. He has a Master’s Degree from the Haas School of Business, and is an Honors Graduate in Political Economy from U.C. Berkeley. CA Insurance License #0D6011

Contact Us

28202 Cabot Rd, Suite 300
Laguna Niguel, CA 92677
Call Us: 888-725-6440

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