Louis
(PJ) Patierno,Jr.,CFP®
President, Peak Planning Group,
LLC
Registered Principal, RJFS
PJ earned his Finance degree from Texas A&M University in
1988. Initially, he worked with Fortune 1000 companies arranging
structured financing for large capital equipment. Later, focusing on
smaller companies and professional service practices, PJ entered the
insurance and financial service business in 1990.
PJ is a Certified Financial Planner and a Life Underwriting
Training Council Fellow. He provides his business and individual
clients with quality, competitive and unique insurance and
investment products.
Retirement planning, Estate preservation, Investment design and
management and tax avoidance are key issues PJ addresses for his
clients. He has been instrumental in providing innovative,
cost-saving solutions to these concerns. He also has creative ideas
for small businesses and professional practices to recruit and
maintain quality, motivated employees through attractive benefit
planning.
PJ and his wife Tina, an attorney in Denver, have three young
sons and they live in Highlands Ranch Colorado.