Adam Peters

Adam Peters, CFP®, ChFC®, serves as Team Lead and Financial Advisor at Allworth Financial since June 2014, contributing to an independent advisory firm managing approximately $8.0 billion in assets. Prior positions include Regional Director and Wholesaler/Regional Advisor Consultant at OppenheimerFunds from September 2010 to February 2014, where focus was on driving mutual fund sales and building advisor relationships in San Gabriel Valley. Adam co-launched an online trading division during tenure at Advisors Asset Management, Inc., and previously held roles in financial planning and wholesaling at A&I Financial Services, Foos Financial Group, Jackson National Life, and Janus Capital Group. Educational background includes studies at Colorado State University.