Peter Besel, CFP®

Peter serves as a Family Advisor at Parcion Private Wealth, where he specializes in implementing detailed, comprehensive financial plans tailored to the unique needs of families. His role focuses on guiding clients through their financial journeys, ensuring they remain aligned with their long-term objectives. Peter is dedicated to building deep relationships and possesses extensive expertise in cash flow management, charitable giving, tax mitigation, and educational funding.

Prior to his role as a Family Advisor, Peter was at UBS Wealth Management and joined Parcion at its launch in 2019. He holds a B.A. in Finance from the University of Washington Michael G. Foster School of Business.

Outside his professional life, Peter cherishes time with his wife, Kylie, and daughter, Lucy. He also enjoys wake surfing, traveling, hunting, family gatherings, and cheering on the Washington Huskies!