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Peter Ahrens CFP®

Wealth Plan Specialist

970-744-5408

What’s your dream for the company?

I dream that Keystone would truly be the very best financial coach for Northern Colorado. Like all good coaches, we are walking alongside each person, helping them achieve their goals while getting the best out of themselves and life. I enjoy seeing the moment a client realizes that the hard work we’ve done together is truly paying off in a meaningful way, and especially with the confidence of having accomplished a big goal.

What are three words people use to describe you?

Loyal, Compassionate, Thoughtful.

When you are not working, what do you care about most?

Exploring the great outdoors with family and friends, playing guitar, and the Chicago Bears.

What’s your financial journey?

Peter has turned curiosity about budgeting and investing into a lifelong passion and career. Starting at a commercial cleaning company in his early twenties, he became more interested in financial planning, until it became his calling. Peter loves talking about financial freedom and smart investing to anyone who will listen. Continually curious, you will often find him listening to podcasts and reading books on the subject.

Many times, investors can experience fear by focusing on unpredictable markets. Peter likes to focus on adding value to our clients’ wholistic financial health by maximizing tax efficient strategies both before and after retirement. With a background in tax preparation and tax planning, Peter adds a level of expertise to Keystone’s ever-growing team.

Prior to joining Keystone, Peter worked with a large Chicago-based firm that provided financial planning, income tax, and wealth management services for corporate workers of all ages and retirees.

Peter is an alum of Judson University in Elgin, Illinois, and a CERTIFIED FINANCIAL PLANNER™ professional.

Contact Peter Ahrens CFP®

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