Pete has been part of my family’s financial success for approximately the last 10 years. He is professional but also is kind and understanding. He is a valued asset to our family.
Pete Woodring AWMA™
Based in Park City, Pete helps people approaching retirement create dependable income and coordinate investment, tax, and estate planning decisions
Ways to Connect
Who Pete Typically Helps
Pre-retirees and retirees, professionals transitioning into retirement, families seeking coordinated retirement and estate guidance, investors seeking more portfolio income, clients who value clear explanations and open communication
Serving Clients in
Salt Lake City • Park City • Deer Valley • Heber City • Summit County • Communities throughout Utah and the Mountain West
Available nationwide through virtual meetings
Questions Pete Helps Answer
- How can I prepare for retirement and create predictable income?
- How should I organize investments around income needs?
- What tax-planning opportunities should I consider?
- How can I coordinate estate planning?
- What should I prioritize next in my financial plan?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
Pete Woodring is a highly experienced Senior Wealth Advisor at Mission Wealth, dedicated to serving clients around the Park City, UT, Seattle, WA, and Bay Area, CA locations. He takes a comprehensive approach to financial planning, utilizing all the resources available to him and his team to guide clients through a goals-based planning process. His primary focus is to help clients overcome financial stress and gain confidence in their financial future to live the life they truly desire. Whether looking for investment management, retirement planning, or risk management solutions, Pete has the expertise and experience to help you achieve your financial goals.
Financial planning and wealth management is not just about managing money; it's about helping people achieve their dreams and goals. Seeing my clients' faces light up when we create a plan that aligns with their vision for the future is what I love most about this profession.
Pete’s Frequently Asked Questions
Pete believes open communication is essential to a successful advisory relationship. By getting to know each client and understanding their preferred communication style and working habits, he seeks to build a more effective collaboration. He also explains the reasoning behind investment and planning recommendations so clients can make informed decisions with clarity and confidence
Professional Background
Pete Woodring has over 20 years of experience in the financial planning industry. He developed a strong portfolio management foundation at US Trust and deep planning expertise while partnering with his father at Cypress Partners. Prior to joining US Trust, he played professional soccer, where he learned the importance of discipline and teamwork, values that he now instills in his process as he helps his clients achieve their financial goals.
Pete holds a Bachelor of Arts degree in Business from the University of California, Berkeley, and is certified as an Accredited Wealth Management Advisor™. With his expertise and experience, he diligently assists his clients in navigating the complexities of the financial world and achieving their dreams.
Personal Pursuits
Pete Woodring is a devoted family man who enjoys living in Park City, Utah, where he and his family have access to plenty of outdoor activities. His love of the great outdoors stems from his childhood and has become a passion that he shares with his family. Whether it’s skiing, hiking, or camping, they all enjoy spending time in nature, which helps them stay connected and bond as a family.
Request an introduction to Pete Woodring.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Pete Woodring and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor