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About Peter

The personal stuff…

I am a dedicated father and a husband – my family is my priority and inspires me every day to become the best person I can be.  As a first-generation Polish immigrant, I moved to the United States at the age of seven with my immediate family. After college, I enlisted in the Marine Corps and served in Operation Iraqi Freedom. I am a lifelong learner, constantly humbled by the layers of wisdom we find in books, music, the outdoors, art, and, most importantly, each other. My family and I love spending time in nature – hiking, climbing, and exploring. Our cozy lake house near Saint Louis is our happy place.

The professional stuff…

In my work as a financial advisor, I strive to break the mold. I am not the stereotypical advisor with a pocket square speaking in jargon about yield curves and economic forecasts. Instead, we focus on you – your needs and the factors we can control. I aim to be like the trusted doctor or mechanic who distills complex information into understandable terms, empowering you to make informed decisions. This approach allows you to focus on what truly matters in your life, while I handle the complexities of your financial world.

The practice behind the theory:  https://calcwealth.com/our-process/

Contact me for a sample financial plan – peter@calcwealth.com 

The important (but boring) stuff…

I am passionate about the importance of educational and credential legitimacy for advisors. The lack of regulation in our title within an otherwise heavily regulated industry is concerning. In my opinion, anyone advising on assets that serve as a safety net for retirement and family legacy should have ample schooling, training, and experience.  See below.

EDUCATION

  • Saint Louis University, Bachelor of Business
  • Washinton University in Saint Louis, Master of Accounting
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)

EXPERIENCE

  • PwC Public Audit
    • Conducted audits for large and small, public and private entities.
    • Essentially a bootcamp of learning to mine and work with numbers & data.
    • Foundation of creative problem solving with limited resources; high Excel proficiency.
  • RIA Family Office
    • Client team member responsible for the mechanics of client family relationships: onboarding, updates, investment monitoring and trade execution, portfolio deployment strategies, family meeting prep.
    • Drove client outcomes with relentless follow up/accountability of client team and client family.
  • Private Bank Wealth Management
    • Lead Planner & Lead Advisor roles responsible for thought partnering with retirees and business owners preparing for transition.
    • Leveraged communication skills and technical planning background to provide strategies to save real dollars and protect family assets now and into the future.