Brian K. Peterson, CFP®, CPWA®, MBA

Planning Built For Blended Family Life

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Endurance Financial Group Brian K. Peterson, CFP®, CPWA®, MBA

Saint Paul, MN

Serving Clients Nationwide

Planning Built For Blended Family Life

651-605-2318

Website

Areas of Focus

Family and Money
Financial Life Planning
Investment Management
Retirement Planning
Saving for College

About Brian K. Peterson, CFP®, CPWA®, MBA

Hi, I'm Brian Peterson. As a life-centric financial planner, I'm focused on your peace of mind as much as (if not more than) your financial prosperity.

The moment when I get to see my clients sit back, relax in their chair, and realize that they are going to be okay always fills me with a sense of duty, purpose and pride. Those feelings keep me motivated to guide my clients through the process of achieving their financial goals and life dreams.

I received my BA degree in biology from the University of Montana, then went on to get my MBA from the University of Minnesota. I also am a CERTIFIED FINANCIAL PLANNER™ professional, meaning I've completed rigorous training and exams, and I have agreed to adhere to the board's code of ethics and standards of conduct as an advisor.

Before becoming an advisor, I worked for a boutique consulting company advising private equity and corporate clients on their acquisitions, and I also worked in project management for a Fortune 500 company. In 2008, I became a financial advisor and served at various firms until I founded Endurance Financial Group in 2021.

Throughout all of my past experiences, the part of my background that is most important to me is that I am a veteran. I served in the U.S. Army most recently as a chemical officer. Joining the military was a dream of mine ever since I was 10 years old, and I look back in admiration of my time serving.

Outside of work, I first and foremost am a dedicated husband and father. My wife, Cara, and I have a blended family of 5 kids, 2 dogs and a cat. We enjoy daily walks with our dogs. In my free time I enjoy running—it’s when I can enjoy nature and unwind.

I have completed 7 marathons so far and plan to participate in one on each continent (yes, that includes Antarctica)! Reading, traveling and attending Eagle Brook Church with my family are a few of my other favorite things to do.

Professional Designations

CERTIFIED FINANCIAL PLANNER ®
Certified Private Wealth Advisor (CPWA)

Affiliations

CFP Board
Financial Planning Association
Investments & Wealth Institute
National Association of Personal Financial Advisors
ROL Advisor

Primary Location

3475 Willow Lake Blvd Suite 400 St. Paul, MN 55110

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
Percentage of Assets Managed

What to expect in the first meeting

Our process is designed to place your most authentic values and aspirations at the heart of your financial plan. Before we get started, we like to have an initial conversation to learn more about what you’re looking for and see if we can meet your needs. Click the 'Book Intro Call' button above to schedule a free introductory call.

Offers Investment Management

Yes

About Endurance Financial Group

It’s challenging to merge the finances of blended families with differing financial values, backgrounds, and obligations in a way that works for all family members. This leaves couples uncertain about whether they are handling money "fairly." At Endurance Financial Group, we help couples blend their finances by creating a clear vision for their family and a plan to make it happen.

We are an independent Registered Investment Advisor partnering with blended families in St. Paul, MN, and beyond. We help families combine their household finances in a unified financial plan that works for all members of the family while addressing any pre-existing family and financial considerations.

We work with clients to help:

● Ease any feeling that they are drifting and instead create a shared direction
● Feel excited to plan for all the fun things life has in store for their new family
● Prepare for future goals, like retirement

Education

University of Minnesota - Carlson School of Management M.B.A. | University of Montana B.A., Biology

Hobbies and Interests

Church
Family
Gardening
Reading
Running
Traveling

SEC Lookup

View Disclosure

Who We Serve

Blended Family
Corporate Executives
Couples
Dual Income Family
Gen X
Gen Y / Millennials
Military
Newly Engaged / Newlywed
Parents

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