Peter A. Liefer AIF®, 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, professional designations, and awards to be your certified wealth advisor. These include:
- An Accredited Investment Fiduciary® / AIF® Designee.
- A Chartered Advisor in Philanthropy® (CAP®).
- A multi-year winner of the prestigious Professional award.
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
Alex Koury, CFP®
Certified Financial Planner™ professions Professional / Wealth Advisor
Alex Koury is a CERTIFIED FINANCIAL PLANNER™ professions Professional and Wealth Advisor for Values Quest, Inc., in Phoenix, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through Commonwealth Financial Network®. Alex is also licensed through the state of Arizona, California, and Georgia for life, accident/health, disability, fixed and variable annuities and property and casualty insurance.
As Wealth Advisor for Values Quest, Inc., Alex provides financial services for Scottsdale and the Phoenix Metropolitan area. He is also an Investment Advisor Representative with Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA with $1 billion in annual revenues*, Commonwealth has the scale, stability, and resources to help us deliver the solutions our clients need. With a staff of approximately 810, Commonwealth helps approximately 1,710 independent advisors serve their clients and manage total account assets of approximately $114.4 billion.**
Values Quest, Inc., is an independent wealth management firm dedicated to helping their clients build and preserve their wealth and hard-earned assets. The firm’s independence enables Alex to establish working relationships with other industry leading financial professionals, estate attorneys, CPAs, and insurance providers. Alex leverages their expertise to create customized portfolios, and he only recommends those products and services that are specifically tailored to suit his clients’ unique needs and values. In addition, he prides himself on building lifelong relationships with his clients, which he considers family.
After graduating from Regis University in Denver, Colorado with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona. Alex is the Pro Bono/Public Awareness Chairperson for the Financial Planning Association of Greater Phoenix and provides financial planning education to other nonprofit organizations and private companies in the valley. In addition to his professional achievements, Alex enjoys sports, the outdoors and spending time with his wife, Amzi, and their 9-month-old daughter, Naila. A frequent hiker you may find Alex on Camelback or Piestewa Peak Mountain any given morning.