About Peter Contino

I am a financial advisor with a Certified Financial Planner^TM certification and I specialize in helping families and small businesses pursue their specific financial goals. Whether it's wealth management strategies for baby boomers, focused retirement planning, or finding the best life insurance rates in Fort Collins, I open a big window into what's possible with the appropriate investment and insurance strategies.

My investment plans are written in plain English. They're easy to understand. I like to simplify a client's financial life, not make it worse with incomprehensible data and maddening investment lingo.

Instead, I get right to the point in a number of essential categories that can have a real effect on your future, such as:

I pay special attention to your goals and will make written recommendations that are customized to your unique situation.

Your money deserves a PLAN. In the one I help you prepare, I establish performance goals, gauge your risk tolerances, and itemize an implementation program to help you pursue your investment objectives.

I look to diversify investments. You don't want to hold too much in too few stocks or bonds. Because the country's short-term financial indicators can be as unpredictable as Colorado's weather, I look to spread out your investments wisely — building a sensible portfolio for you. That way a lengthy drought in some instrument shouldn't parch your entire holdings. While diversification does not ensure a profit or protect against loss it can play a key role in establishing a sound strategy and reducing risk.

I study the options.

For instance, in Fort Collins, life insurance rates will often vary from one insurance company to another. Let me do the research and help you find the best policy for you!

I am completely objective, I do not stand to gain by recommending one instrument over another. I have no conflict of interest in suggesting a particular form of insurance or a certain type of investment. Whether it's retirement and IRA beneficiary planning, or making the best 401(k) choices, I will help you find the appropriate approaches.

Focused on strategies.

My philosophy is to be simple, straight-forward, and successful. I meet with clients regularly and actually prefer to meet in person and not just once. After we have implemented the plan, I'll monitor your progress and keep you informed as to your results. I am constantly updated with the latest economic and company-specific research, so mid-course corrections are grounded on solid information.

As your retirement planner, l can create overview charts and graphs to show you exactly how your portfolio and 401(k) are performing. I answer questions in depth and, if needed, provide referrals to experts in my network of related professionals.

Besides holding an MBA from Columbia University, I am thoroughly trained in the discipline of investment planning. As a financial advisor with a Certified Financial Planner^TM certification, I have a fiduciary responsibility to place the needs of my clients at the very top of my considerations.

 

As my client, you'll receive a written investment plan with related goals and milestones over the short term and long term. This comprehensive plan is a guide for the decisions you make over the coming months and years. One should never make major decisions on the fly — there's a considered plan, that way you'll know just where your portfolio is headed and what results it is working towards.

Those plans are informed by financial research I obtain from Stifel Nicolaus.

My clientele is varied — young single people who are thinking way ahead already, parents in their 30s and 40s who want to have a smart investment plan, baby boomers in their 50s who need wealth management tips and also focused early retirement planning and advice…as well as active seniors to whose immediate and pressing needs I am particularly attentive.

Financial Products I am licensed to sell in the State of Colorado: