Pete becomes personally acquainted with the specific goals and financial lives of his clients, and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement.

To read about our interview with Pete, take a look at our Spotlight on the Team: Pete Woodring article!

• Investments
• Retirement
• Financial Planning
• Professional Athletes

Pete developed a strong portfolio management foundation at US Trust, and deep planning expertise while he partnered with his father at Cypress Partners. During his time playing professional soccer prior to starting at US Trust 20 years ago, he learned the importance of discipline and teamwork, which is instilled in his process as he assists clients in achieving their dreams.

Pete is involved with the American Avalanche Association.

Pete lives a mountain lifestyle with his family in Park City, UT. It keeps them close to each other with lots of recreation in the great outdoors - the two things they love the most.

Bachelor of Arts in Business from University of California, Berkeley