Meet Peter Liefer
Peter A. Liefer,CAP
Peter Liefer is a passionate mentor to young adults on how to leverage their talents in making a contribution to their community and the world. He particularly enjoys working with multi-generational families to create an investment strategy and guide philanthropic values that can be passed on to future generations. When you choose Peter and ValuesQuest, Inc., as your financial advisor and wealth management firm you’ll receive:
Time – Peter and the ValuesQuest team spend the time to know you, your goals and what you value, what is important to you.
Experience – Peter aims to provide you with an exceptional client experience drawn from over 35 years in the financial industry.
Value – Peter seeks unique products and managers to partner with in order to maximize the value he adds to your portfolio and life.
Relationship – Peter and the ValuesQuest team are available to connect and partner with the other professionals in your wealth management team.
In addition, you’ll discover Peter to be open in sharing lessons learned from his varied life experiences. From growing up in Southern Illinois to being a Special Forces combat officer in the Viet Nam conflict to culture encounters from his adventurous world travels. All of these have disciplined and shaped Peter to give him an appreciation and insight for what he can contribute to the human experience. These principles and perceptions led to the formation of ValuesQuest in 1999.
You can be confident and at ease knowing that Peter has the standard licenses and professional designations, to be your wealth advisor. These include:
An Accredited Investment Fiduciary® / AIF® Designee.
A Chartered Advisor in Philanthropy® (CAP®).
Peter aims to be a role model for his clients and blended family and over the past few years has discovered the fun of a growing gaggle of grandchildren. Peter’s enthusiastic curiosity and zest for life make him the ideal choice to be your trusted wealth advisor.
Check the background of this investment professional on FINRA BrokerCheck