Peter J. Taafe,  CFP<sup>&reg;</sup> - Financial Advisor

Peter J. Taafe, CFP®

CRPC®, BFA,

Financial Advisor

Ameriprise Financial

9222 Bay Shore Dr. NW, Ste 100
Silverdale, WA 98383
FINANCIAL ADVISOR'S WEBSITE
(888) 399-2044
(360) 516-6820
CONNECT WITH Peter
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General

Peter Taafe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Silverdale, WA and the surrounding communities.

Financial Advisor Overview

Looking for a different approach to financial advice? In today’s world, I believe too often we get uncoordinated, even conflicting advice from many sources. Who coordinate the advice you get on investments, taxes, work benefits, cash management, liabilities management, cash flow, insurance, estate issues, retirement and more? I can help you focus on the big picture, and make sure the advice you get works together to help you further your goals. Let’s meet & discuss turning goals into action.

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Financial Advisor Experience

Five Star Wealth Manager, 2012-2019

Author of:
"Investing Rules of the Road"
"Five Investing Mistakes and How to Avoid Them"
"What Successful Investors Know"

Professional Associations:
Financial Planning Association
Business Networking International
Washington State Tax Consultants, Member, Speaker, Columnist, Bremerton & Kitsap County, WA
Kitsap County Estate Planning Council, Member, Past President, Silverdale & Kitsap County, WA
North Mason Chamber of Commerce, Member, Speaker, Belfair & Mason County, WA
Olympic College, Instructor, Bremerton, WA

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Employee Benefits, Government & Military, Irregular Income, Retirement, Women's Finances

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Helpful Financial Planning Resources