Pete Fry

Pete Fry

Senior Financial Planner
Ridgefield, Washington, United States

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Work Experience

EP Wealth Advisors

Financial Planning Manager

2022-10-01 - Present

Abundance Wealth Advisors

Certified Financial Planner

2021-01-01 - 2021-11-01

Kimsa LLC

Director of Planning

2020-07-01 - 2022-08-01

The Bridge Incubator

Cofounder

2017-01-01 - 2017-12-01

START LLC

Certified Financial Planner

2009-01-01 - 2022-10-01

Entrepreneurial Development Center

Entrepreneur in Residence

2007-11-01 - 2016-05-01

Kaplan University

Adjunct Instructor

2004-01-01 - 2009-12-01

NewVentures

Vice President Client Services

2003-12-01 - 2007-07-01

Barclays Bank

Leadership & Management (various roles)

1991-09-01 - 2001-08-01

Skills

investment management holistic financial planning wealth advisory retirement planning estate planning tax planning business planning divorce planning asset allocation portfolio management tax preparation

Languages

English