Peter Bo Rappmund, EA, CFP®
Clarity and alignment | Fiduciary financial advisor
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Serving Clients Nationwide
Clarity and alignment | Fiduciary financial advisor
Areas of Focus
- Financial Life Planning
- Investment Management
- Money Psychology
- Retirement Planning
- Taxes
About Peter Bo Rappmund, EA, CFP®
As an advisor, Peter Bo Rappmund (PBR) has helped serve the public sector with Voya Financial and MissionSquare (ICMA-RC). He is the principal at Counterpoint; a fiduciary and CFP® practitioner; holds the Series 6, 63, and 65 licenses; and is an Enrolled Agent authorized by the U.S. Department of Treasury to represent taxpayers before the Internal Revenue Service.As an artist, PBR's work has been exhibited, performed and published widely: MoMA, Barbican, Haus der Kulturen der Welt, Palais de Tokyo, Hammer, National Maritime Museum (UK), LAX; Locarno, Karlovy Vary, CPH:DOX, Full Frame, Viennale, Jeonju, New York, Vancouver, AFI, and Hong Kong Film Festivals; ArtForum, New York Times, Los Angeles Times, Frieze, Cinema Scope. Permanent collections include: George Eastman and Anchorage Museums. He was a lecturer and visiting professor at the University of Texas and Binghamton University.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Primary Location
Santa Fe, New Mexico
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Counterpoint
Planning and investing is often realized as a rigid, one-way, institutional process. We see it differently and believe that whether one seeks change or stability, it can be brought about collaboratively using the same logic and creativity of a composition.The intent is clarity. By eliminating noise, we can better focus on what is necessary for well-being, both today and tomorrow. Moving beyond ratio-bound asset management, we help realign towards the fluid and personal calculus of the time horizon. Our work thoughtfully positions your financial and ethical requirements within these rhythms.
We consider this Counterpoint: an expression of integrating lines whole.
Education
California Institute of the Arts, Master's degree, Film/Video and Music Composition | University of Colorado, Bachelor of Fine Arts - BFA, Moving Image Arts
Hobbies and Interests
- Board Games
- Camping
- Cycling
- Exercising
- Family
- Hiking
- Motorcycling
- Movies
- Music
- Photography
- Skiing
- Walking
- Writing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Artists
- Baby Boomers
- Business Owners
- Content Creators
- Corporate Executives
- Creative Professionals
- Crypto Investors
- DIY Investors
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Government Employees
- Individuals
- Living in Retirement
- Nonprofit Employees
- Remote Workers
- Young Families
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