Peter Post (CFP®)

Peter Post focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Peter has been helping people achieve their financial goals since founding the firm in 1996, offering comprehensive financial planning and ongoing asset management.

Additional Information

A 1972 graduate of Middlebury College  with an additional Bachelor of Science from The University of Vermont, Peter owned and managed a wholesale tree nursery business and co-founded two food manufacturing businesses before turning to the financial services industry in 1993.
Peter is a CERTIFIED FINANCIAL PLANNER™ certificant, a NAPFA-Registered Financial Advisor, a member of the FIinancial Planning Association (FPA) and is a Registered Investment Advisor. He also holds a Vermont Life Insurance/Variable Life and Annuity License for the purpose of advising clients on variable annuities and insurance issues, but he does not sell insurance products or receive comissions in any form.

A Vermonter for over 40 years, Peter has an avid interest in conservation and the environment, natural history and wildlife and enjoys birding, wilderness hiking, hunting and fishing, as well as gardening and landscaping.  He also plays squash and takes advantage of Vermont's winters to ski, cross-country ski and snowshoe.

He’s been married for 27 years to Kathleen, a Suzuki violin teacher, and they have two college-age children.

NAPFA Start Date

September 09, 2009


This Office

294 Clark Rd Charlotte, VT 05445-9119 Phone: (802) 425-2076 Fax: (802) 329-2060