Brian Peterson, Wealth Advisor at Capstone Financial Advisors Inc.

Brian Peterson

Wealth Advisor at Capstone Financial Advisors Inc. | Greater Chicago Area, United States

Profile last verified August 2026
Financial Services Verified Profile Greater Chicago Area, United States Valparaiso University
Verified

Work Email

***@capstone-advisors.com

Last verified September 2026

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

+16*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Brian Peterson Socials
Brian Peterson Work Experience

Wealth Advisor at Capstone Financial Advisors Inc. in July 2019 - Present

Senior Financial Planner at Capstone Financial Advisors Inc. in January 2014 - June 2019

Financial Planner at Capstone Financial Advisors Inc. in June 2009 - December 2013

Brian Peterson Education

Valparaiso University, Bachelor’s Degree, January 2005 to January 2009

Wheaton Academy

Brian Peterson Skills
Financial Planning Financial Analysis Microsoft Office Wealth Management Microsoft Excel Financial Modeling Customer Service Financial Markets Investments Personal Finance Personal Financial Planning Mutual Funds Budgets Finance Investment Advisory Outlook Tax Preparation Asset Allocation Portfolio Management Morningstar Office Time Management Certified Financial Planner
Brian Peterson’s Colleagues
Jason Telford

Jason Telford

Greater Chicago Area

Senior Wealth Advisor at Capstone Financial Advisors Inc.

Senior Wealth Advisor at Capstone Financial Advisors, Inc.
(September 2026 – Present)

Amber Salzman

Amber Salzman

Greater Chicago Area

Manager of Client Services at Capstone Financial Advisors, Inc.

Manager of Client Services at Capstone Financial Advisors, Inc.
(July 2019 – Present)

Elijah Pinkevich

Elijah Pinkevich

West Chicago, Illinois, United States

Financial Planning Analyst at Capstone Financial Advisors

Financial Planning Analyst at Capstone Financial Advisors Inc.
(May 2023 – Present)

Beth Xu

Beth Xu

Greater Chicago Area

Tax Manager at Capstone Financial Advisors Inc.

Tax Manager at Napleton Dealership Group
(September 2026 – September 2026)

Alvaro Munoz

Alvaro Munoz

Greater Chicago Area

Portfolio & Trading Analyst at Capstone Financial Advisors

Portfolio & Trading Analyst at Capstone Financial Advisors Inc.
(November 2023 – Present)

Elizabeth Lardizabal

Elizabeth Lardizabal

Lombard, Illinois, United States

Senior Client Service Specialist @ Capstone Financial | Financial Paraplanner, Client Services

Senior Client Service Specialist at Capstone Financial Advisors Inc.
(July 2019 – Present)

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Frequently asked questions about Brian Peterson

What is Brian Peterson email address?

Email Brian Peterson at [email protected]. This email is the most updated Brian Peterson's email found in 2026.

How to contact Brian Peterson?

To contact Brian Peterson send an email to [email protected].

What industry does Brian Peterson work in?

Brian Peterson works in the Financial Services industry.

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