Education & Accomplishments
Peter Go is a CERTIFIED FINANCIAL PLANNER™, having attained the standard of excellence in financial planning by meeting education, experience and ethical standards. As part of his certification, he has made a commitment to the CFP Board to serve the client’s best interests today, to prepare you for a more secure tomorrow.
Peter graduated from the University of Wisconsin - La Crosse with degrees in finance & economics and was honored to be selected as the commencement speaker for his graduating class.
About Peter Go
Peter joined the financial serviced industry in 2019 and focuses his time serving clients through their unique Generous Retirement Process. He enjoys helping people make the transition into retirement by helping create and implement retirement planning, tax strategies, and charitable and estate strategies. He finds great satisfaction in guiding clients into a "generous retirement", where they can be generous with themselves and their family, while also being generous to the community through their actions and/or resources.
Outside of work, Peter can be found spending time with his wife and son enjoying hiking, biking, and other outdoor activities. He is also an active member of the community, serving in various roles including as finance committee chair for Kettlebrook Church, as a board member of Family Promise of Washington County and as a finance committee member of Ozaukee Christian School.
Meet My Team
West Bend Office
