Peter Krewet, CFP®
Financial Advisor
About
As a financial planner with North Star Resource Group, Peter specializes in working with medical professionals throughout the country. He is passionate about helping individuals and families create clarity and confidence around their financial lives. His process starts with learning what matters most to his clients—understanding their goals, values, and vision for the future.
From there, he works to identify the most effective strategies to reach those goals, organize their financial picture, and implement a step-by-step plan that allows them to focus on what truly matters. Whether it’s planning for retirement, managing debt, or simply getting organized, Peter focuses on managing the planning and execution so his clients can have confidence in their plan.
Peter believes in an education-first approach to financial planning. He makes it a priority to help his clients fully understand their options and the “why” behind each recommendation. Every plan he creates is comprehensive, personalized, and designed to grow with his clients’ life changes.
Peter earned his degree from the University of Dallas and now lives in St. Louis, Mo., with his wife and two daughters.
Qualifications:
- Member of North Star’s Medical Division
- FINRA Series 7 and 66 registered
- Life and Health insurance licensed
Services
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Comprehensive financial planning
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Debt management
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Education funding strategies
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Income protection strategies
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Investments
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Life insurance
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Retirement strategies
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Risk management
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Tax-efficient investment strategies*
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Wealth accumulation
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4056582.