Peter Dillon, CFP®, TPCP®
I grew up in Richmond, Virginia, and attended Virginia Tech, where I earned my Bachelor of Science in Business, with a major in Finance. I’m passionate about helping clients build, manage and preserve their wealth so they can move toward their long-term goals with confidence. It’s a privilege to serve as a trusted advisor, helping clients navigate financial decisions that shape their lives.
Before joining United Wealth Management, I worked at two financial planning firms, where I had the opportunity to serve clients. I was drawn to work at United Wealth Management due to the teams genuine care for their clients and commitment to excellent service. I currently hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Tax Planning Certified Professional (TPCP®) designations, which allow me to bring clients a more complete view of their financial picture, from investment and retirement planning to tax-efficient strategies that help them keep more of what they've saved.
Today, I live in Colorado Springs with my wife, Clara and son, Brooks. In our free time, we take full advantage of living in Colorado and enjoy camping, backpacking, trail running & skiing in the mountains.