Peter Besel, CFP®
Peter is a Family Advisor at Parcion Private Wealth, in this role he is responsible for implementing and executing on complex and comprehensive financial plans for clients. Peter helps clients navigate their financial plans and ensure they are focused on achieving their goals. He has a passion to build deep relationships but also brings with him expertise in cash flow planning, charitable giving, education funding, and tax mitigation.
Prior to his role as a Financial Advisor, Peter was at UBS Wealth Management and joined Parcion at its launch in 2019.
Peter holds a B.A. in Finance, University of Washington – Michael G. Foster School of Business. In his free time Peter likes wake surfing, travelling, hunting, seeing family, and rooting for the Huskies!