Private Wealth Financial Advisor@ Wells Fargo Advisors
Washington DC-Baltimore Area
Peter Kien, CFP®
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FlashIntel GPTPeter Kien, CFP(r), is a highly experienced professional with 19.2 years of work experience in various roles at Wells Fargo Advisors. He specializes in estate planning, credit analysis, business development, consumer lending, and credit analysis. Based in the United States, Peter has worked in a wide range of clients, including residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, MA, MD, ME, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, and WV. He is known for his expertise in investment and insurance products, not insured by the FDIC or any federal government agency, and
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This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, PA, SC, TX, VA, and WV only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
...See MoreWork Experience
Private Wealth Financial Advisor
Financial Services
Peter Kien, CFP®'s Professional Milestones
- Senior Vice President | Wealth Advisor (2017-05-01~): Driving strategic retirement decisions to maximize returns and maximize investments for clients.
- Relationship Manager, Assistant Vice President (2004-08-01~2009-01-01): Building strong relationships with key stakeholders, improving organizational efficiency and fostering a harmonious work environment.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
Bachelor Of Science
2000-2004Skill
Estate Planning
Credit
Business Development
Consumer Lending
Credit Analysis
Commercial Lending
Banking
Risk Management
Wealth Management Strategies
Asset Allocation
Investment Planning
Tax Efficient Strategies
Business Succesion Planning Strategies
Multigenerational Wealth Transfer
Philanthropic Planning
Trust Services
Certification
Colleagues
Jeff Younger
Vice President - Compliance
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Gina Hefflinger
Vice President | Senior Project Manager | Wealth Investment Management Owner | Swayed
Other Named Peter Kien, CFP®
Frequently asked questions
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Peter Kien, CFP®'s social media include: Linkedin,
Peter Kien, CFP® works for Wells Fargo Advisors
Peter Kien, CFP®'s role in Wells Fargo Advisors is Private Wealth Financial Advisor
Peter Kien, CFP® works in the industry of Financial Services
Peter Kien, CFP®'s colleagues are Jeff Younger,Zachary B.,Ross Wolff
Peter Kien, CFP®'s latest job experience is Private Wealth Financial Advisor at Wells Fargo Advisors
Peter Kien, CFP®'s latest education in Strayer University
