Market Opportunity for 2019

December 31, 2018

" Unbiased, clear and original in its long-term view of portfolio construction. A must read for serious investors."-Charles R. Schwab

 

  Important Ranking Disclosure

 

Peter Faust, CFP®

  • Peter Faust, CFP®

    Wealth Advisor

    Peter, a CERTIFIED FINANCIAL PLANNER™ professional, joined Tanglewood in May 2016 as a Wealth Advisor. In this role, he works with the next generation of wealth management clients.      

    Peter has spent his entire career, which spans more than a decade, in the financial services industry. He is skilled at helping individuals and families discover what is most important to them, and then identifies strategies to manage their wealth in accordance with their goals.

    His diverse experience includes financial planning, investment management, and managing client relationships. Peter has worked for a local wealth-management firm, a national multi-family office, and a Michigan-based financial advisory firm.

    Peter holds a Bachelor of Business Administration in Finance from the Haworth College of Business at Western Michigan University. He graduated magna cum laude.

    Originally from Detroit, Michigan, and previously a resident of Florida and Arizona, Peter jokes that he got to Texas as fast as he could. He moved to Houston, Texas, in 2013.

    Peter and his wife Alexis, a native Texan and Houstonian, live in Kingwood with their children Alexandra and Allen. In his free time, Peter enjoys spending time with family, reading, and traveling.

     

    Recent Articles

     

    How Millennials Can Get Asset Allocation Right U.S. News and World Report, September 28, 2018

    How To Invest in Your 40s U.S. News and World Report, July 19, 2018

    All Your Embarrassing Questions About Saving Money, Answered Business Insider, July 7, 2018

    Some Millennials Are Doing Great. What Are They Doing Differently? The Balance, June 14, 2018

    The Latest College Scene Financial Advisor, March 2, 2018

    Why Rich Millennials Aren't Investing U.S. News and World Report, February 2, 2018

    “I love what I do because I can make a significant impact on my clients' lives. My role is all about helping people by really listening to their concerns, finding out what is important to them, and then coming up with the right strategies to help them achieve their goals. I am honored to serve as my clients’ advocate and provide independent advice that serves their best interest.”

     

     

     

     

     

     

     

     

     

     

     

     

Contact Information

1400 Post Oak Boulevard, Suite 550
Houston, TX 77056
Phone: (713) 840-8880
info@tanglewoodwealth.com

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