President & Founder
Peak Wealth Planning, LLC
Chicago, IL
Peter Newman, CFA founded Peak Wealth Planning in 2014 to provide financial planning for individuals who built their wealth through ESOP participation or business ownership. His team helps families diversify concentrated stock, plan for taxes, and invest to create a retirement paycheck.
Prior to founding Peak Wealth, Peter spent two decades in Treasury Operations at the University of Illinois System where he managed capital financing, insurance programs, banking, agricultural properties, and $3 billion of combined operating and endowment investments.
In his free time, Peter enjoys travel, biking, skiing, and home remodeling
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Personal Finance Education: Making Better Employee Retirement Decisions
Thursday, April 17, 2025
9:45 AM – 10:45 AM MST