Petr Burunov, CFP®

President / Wealth Strategist

Petr Burunov’s calling to help others manage financial security began with his own family. Juggling school and a part-time job at age 14, he understood the struggle to make ends meet and vowed to resolve this pattern starting at home. As time went on, he recognized a universal need for dependable financial leadership that stems from a place of kindness and concern. Today, Petr carries out his profound purpose when giving clients the assistance to live their purpose.

Prior to launching his own firm, Petr held positions at Morgan Stanley and Bank of America Merrill Lynch. These tenures, as well as his bachelor’s degree in business management from George Fox University and graduate work in accounting through Portland State University, prepared him to handle the intricacies of comprehensive financial planning.

Although running his own practice is a source of immense pride, Petr’s favorite titles are husband and father. His wife of over 25 years and his six children are perfect companions in his many adventures. Time away from the office is spent giving back to his community and church, staying active in the great outdoors, and collecting and restoring classic cars.

A Letter to My Clients