PJ earned a Bachelor of Business Administration (Finance) degree from Texas A&M University in 1988. He worked his way through school and started two small companies while in college. He began his financial career in southern California while working for a company that structured financing for large capital equipment acquisitions.
PJ then moved back to Houston, Texas and entered the financial services industry in 1990. In 1998, PJ and his family moved his practice to Denver, Colorado. After working with a firm that specialized in the unique needs of athletes and entertainers, PJ started his own firm, Peak Planning Group, LLC. PJ is the Founder, President, RIA and Securities Principal for Peak Planning Group, LLC in Denver, Colorado.
PJ is licensed in many states and works with clients around the country and in a couple of foreign countries. He currently holds the Group I insurance license and a variable insurance license. In addition to the Series 6, 7, 63, 51 and 24, he is a Municipal Securities Limited Principal, General Securities Principal and a Texas Investment Advisor Representative. He holds the CFP® (Certified Financial Planner), the ChFC® (Chartered Financial Counselor) and the LUTCF™ (Life Underwriting Training Council Fellow) designations.
Louis (PJ) Patierno, Jr. CFP, ChFC's Session: