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.
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.
Five Star Wealth Manager, 2012-2019
"Investing Rules of the Road"
"Five Investing Mistakes and How to Avoid Them"
"What Successful Investors Know"
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
7, 6, 24, 63, 65
If you are a young person who has recently graduated from college and are entering the professional workforce, you have your whole life ahead...Read More >
The bankers are saying “We’re lending!” but the small business owners are saying “No, they aren’t.” There clearly is a disconnection. Here are...Read More >
In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...Read More >
My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me...Read More >