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    Peter Chae

    FP&A and Corporate Development at Togetherwork

    Professional Background

    Peter Chae is a dedicated financial expert and the founder of Wealthstream Advisors, a New York City-based independent boutique wealth management firm. With an unwavering commitment to enhancing clients' financial well-being, Peter established Wealthstream Advisors to provide tailored financial planning and evidence-based investment management. As a Registered Investment Advisory firm, Wealthstream Advisors acts in a fiduciary capacity, prioritizing clients' interests and striving to deliver objective and personalized financial guidance.

    Education and Achievements

    Peter's educational journey began at the prestigious Bronx High School of Science, where he cultivated a strong foundation in analytical thinking and problem-solving. He went on to achieve a Bachelor of Science degree in Finance, graduating Cum Laude from Boston College. His academic background laid the groundwork for his successful career in finance and wealth management. In addition to his degree, Peter has pursued and obtained esteemed credentials, including CPA/PFS (Certified Public Accountant/Personal Financial Specialist) and CFP® (Certified Financial Planner). These qualifications underscore his expertise and commitment to maintaining high standards in the financial industry.

    Notable Speaking Engagements

    Peter has established himself as a thought leader in wealth management, participating in various reputable speaking events. His recent appearances include Jill Schlesinger's radio show, "Jill on Money," where he shared valuable year-end financial planning tips. He was also a distinguished speaker at the Fidelity eAdvisor Panel and the Deutsche Bank RIA & Trust Bank Investment Symposium, discussing the latest trends and insights in wealth management. Additionally, Peter contributed to panels at events such as the LinkedIn Next Generation Customer Journey in Wealth Management, focusing on the balance between technology and personal interaction in financial services, as well as the External IT Wealth Management Technology & Cybersecurity Summit. His participation at the AICPA Advanced PFP Conference in a technology panel further demonstrates his extensive knowledge and forward-thinking approach in the industry.

    Specialties and Expertise

    Peter's wide-ranging expertise encompasses various facets of financial planning and wealth management. His specialties include retirement income strategies, life insurance planning, long-term care, accounting practices, succession planning, small business strategy, tax planning, estate planning, and retirement planning. Through a collaborative approach, Peter believes in empowering clients with greater financial clarity and peace of mind. By crafting tailored financial plans and investment strategies, he enhances his clients' financial knowledge and confidence, enabling informed decision-making regarding their wealth.

    Leadership Role

    As the President of Wealthstream Advisors Inc., Peter leads a team dedicated to nurturing lifelong partnerships with clients. His leadership philosophy centers on providing exceptional service and fostering an environment of trust and transparency. The focus at Wealthstream Advisors is not merely to manage wealth but to build strong relationships that facilitate ongoing financial education and empowerment for clients.

    In summary, Peter Chae is an accomplished financial professional whose commitment to client service and financial literacy has established him as a trusted advisor in the wealth management sector. Through Wealthstream Advisors, he continues to make a profound impact on clients' lives by providing personalized financial planning and investment strategies that foster confidence, clarity, and long-term financial success.

    Related Questions

    How did Peter Chae establish Wealthstream Advisors, and what inspired him to start his own firm?
    What are some key strategies that Peter Chae employs to help clients gain financial clarity and peace of mind?
    Which notable trends in financial planning does Peter Chae address during his speaking engagements?
    How does Peter Chae's education at Boston College and Michigan prepare him for his successful career in finance?
    What are the main services offered by Wealthstream Advisors, and how do they differ from other financial advisory firms?
    Peter Chae
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    Location

    New York City Metropolitan Area