Peter Wafula
Financial Planner @Forsythe Findley Wealth Strategies
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WORK HISTORY
Financial Planner @Forsythe Findley Wealth Strategies
St. Louis, MO, US
Develop and implement financial planning strategies for client portfolios.* Analyze client financial data to provide actionable recommendations on investments, retirement, and risk management.* Manage client interactions and coordinate with team members to optimize wealth management solutions.
EDUCATION
PAC University
Bachelor of Commerce , Accounting
Washington University in St. Louis - Olin Business School
Master of Science in Finance, Wealth and Asset Management (STEM)
Strathmore University
Certified Public Accountant (CPA)
ABOUT PETER WAFULA
I believe finance is more than reporting what has already happened. At its best, finance…
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