Peter Ahrens CFP®, ABFP®

Senior Wealth Advisor

Based in Fort Collins, Peter helps individuals and families navigate complex tax-planning decisions, with particular experience serving Broadcom employees and former HP employees. He also works with executives, professionals managing concentrated stock and equity compensation, and individuals approaching retirement to coordinate their tax, investment, and retirement strategies.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Peter Typically Helps

Individuals and families seeking proactive tax planning, Broadcom employees and other former HP employees, executives and professionals managing equity compensation or concentrated stock positions, pre-retirees and retirees, families navigating an inheritance, and individuals approaching a major career transition.

Serving Clients in

Denver • Boulder • Fort Collins • St. Louis • Overland Park • Communities throughout Colorado, Missouri, and Kansas

Available nationwide through virtual meetings

Questions Peter Helps Answer

How should I manage concentrated stock and executive compensation?
How can I prepare for retirement and create sustainable income?
How should I integrate an inheritance into my plan?
How can I coordinate charitable giving and estate planning?
How should a major career change affect my plan?

As a Senior Wealth Advisor at Mission Wealth, Peter Ahrens collaborates closely with his team to provide comprehensive financial planning services to clients throughout the Colorado area. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. Whether it’s pursuing wellness, buying a home, retiring with confidence, or successfully managing an inheritance, Peter believes that his clients need an advocate with a listening ear, a flexible mind, and the technical proficiency to help reach those goals.

My love for financial planning comes from a desire to see clients identify and reach their personal goals. Each person has a specific story and a purpose that gives meaning to life, and monetary wealth is just one of the tools that can help us uncover that meaning.

—Peter Ahrens, Senior Wealth Advisor

Peter’s Frequently Asked Questions

What should I expect when I begin working with Peter as my financial advisor?

Clients can expect Peter to move efficiently in organizing their financial plan, investments, and tax strategy while also taking time to understand their values, goals, and what makes life meaningful to them. Because everyone defines a well lived life differently, his process is designed to connect financial decisions with the future each client wants to pursue.

Will I work directly with Peter, and who else may support my financial plan?

Peter will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Peter will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Peter if I live outside Fort Collins or my situation is not listed above?

Yes. Peter meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Peter Ahrens started his career by founding and running a business early on, but his journey into financial planning began when he interned with AHC Advisors in St. Charles, IL. Later, at JMG Financial Group, Peter gained valuable experience in financial planning, tax planning, and tax preparation. This time was formative in his approach to building a plan for each client that is unique, thorough and workable. Peter served clients as a wealth advisor at Keystone Financial Services before finding his home at Mission Wealth in 2023.

Peter holds his Bachelors in Business Administration from Judson University and has a strong background in business and taxes. He holds the CERTIFIED FINANCIAL PLANNER^TM and ABFP® designations.

Personal Pursuits

Hailing from the picturesque outdoor playground of Fort Collins along the Colorado Front Range, Peter is an avid runner, hiker, and cyclist. He cherishes exploring with his wife, Rebekah, and four kids. As a Midwest transplant, Peter remains a devoted supporter of the Chicago Bears. Playing the guitar is another passion, and Peter enjoys strumming solo or jamming with friends whenever he gets the chance. Most weekends, you’ll find him engrossed in a book on history or economics, savoring a good cup of coffee.

Community Impact

Peter volunteers with the community at his local church, Vineyard of the Rockies. He also spent two years working for The Father’s House International, an organization that cares for widows and orphans worldwide. During his time there, he helped manage the mission base in Henderson, Kentucky, while also working at bases in Israel, Palestine, and Guatemala.