Pete Eliason founded Eliason Financial in 2003. As lead advisor, he develops tailored wealth building and retirement strategies, and manages individual, business and foundation client portfolios. With a focus on estate and retirement planning, Pete invests client savings and earned assets, using the right financial tools at the right time.
He attended University of Wyoming where he earned his finance degree with a concentration in financial services and business administration. He later earned his accreditation in trust and estate planning from Cannon Business School in North Carolina. Pete holds his Series 7 and 66 securities registrations, is a principal in the industry holding his series 24 and is insurance licensed, allowing him to offer health and life insurance as part of a comprehensive estate planning.
Pete was named one of Barron’s Top 1,200 Financial Advisors, a select group of individuals in each state with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. For more information, visit http://www.barrons.com/report/top-financial-advisors