Louis (PJ) Patierno, Jr. CFP, ChFC

PJ is the Founder and President of Peak Planning Group, LLC, a leading independent Registered Investment Advisor headquartered in Denver, Colorado, Raleigh & Asheville North Carolina, and a supervised branch in Hilo, Hawaii. He earned his Bachelor of Business Administration in Finance from Texas A&M University in 1988, where he not only worked through school but also launched two startups. His financial career began in southern California, focusing on structuring financing for large capital equipment purchases. He later transitioned to Houston, Texas, where he entered the financial services industry in 1990. In 1998, he relocated to Denver, and by 2000, he founded Peak Planning Group, drawing on his experience with a firm specializing in the unique financial needs of athletes and entertainers.

PJ holds a Group I insurance license, a variable insurance license, and multiple series certifications, including 6, 7, 51, and 24. He is also a Municipal Securities Limited Principal, General Securities Principal, and a Texas Investment Advisor Representative. His additional credentials include CFP® (Certified Financial Planner), ChFC® (Chartered Financial Counselor), and LUTCF™ (Life Underwriting Training Council Fellow).

Outside his professional role, PJ is a dedicated father of three adult sons who attended Cal Poly in San Luis Obispo, California. In his personal life, he enjoys travel, fitness, skiing, tennis, sailing, biking, and car racing. He actively supports charitable causes, serving on the Board of Climbing for Kids, which is a charity benefiting Autism and Pediatric Mental Health through Children's Hospital.