Peter Wolynski, CPA, CFP®
Fee-only financial planner and advisor with Calculated Wealth in St. Louis, Missouri
Peter Wolynski, CPA, CFP®, is a fee-only financial planner and advisor with Calculated Wealth in St. Louis, Missouri. He helps people navigating the transition to retirement and professionals considering retirement readiness. Clients can work with Peter through a flat-fee planning engagement or an ongoing planning and advisory relationship.
Who Peter Helps
Individuals and couples approaching retirement or already retired.
Busy families and professionals who want to get their financial lives in order and understand whether they’re on track for retirement.
People who value fee-only advice and clear, practical explanations.
How Peter Helps
- Get the whole financial house in order. Bring investments, taxes, insurance, and other financial decisions into a coordinated plan.
- Assess retirement readiness. Explore when retirement may be possible and what decisions could help you prepare.
- Navigate the transition to retirement. Plan for taxes and the shift from saving to drawing income, including withdrawal and investment decisions.
- Answer “What am I missing?” Review your plans for potential gaps, risks, and opportunities, then prioritize the next steps.
My goal is to explain the trade-offs clearly, without jargon, so clients can make informed decisions about what comes next.
Why Peter Is Qualified
Peter brings experience from public accounting, an RIA family office, and private-bank wealth management. His background includes audit work at PwC, client service and portfolio implementation in a family-office setting, and lead planner and lead advisor roles serving retirees, professionals and business owners navigating financial transitions.
CREDENTIALS:
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Peter Wolynski’s legal name is Piotr Wolynski, which may appear in professional records. You can check his CFP® certification with CFP Board, Missouri CPA license (enter Piotr Wolynski after selecting the Licensee Search option), and investment adviser record on the SEC’s IAPD website. You can also view his Fee-Only Network advisor listing.
Classes that I am teaching…
The Personal Stuff
About Peter
I live with my family in Saint Louis, MO. 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.
Meet in St. Louis or virtually
Calculated Wealth
- Two CityPlace Dr, Suite 200 St. Louis, MO 63141
- 314-200-2407