Peter Zhang
Paraplanner @ Creative Planning
- Role
- Paraplanner at Creative Planning
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Peter Zhang
Driven and adaptable business development professional with a background in both finance…
Experience
Paraplanner
May 2025 — Present · US
Collaborated with financial planners to create comprehensive client reports and tailored recommendations. • Conducted in-depth research and analysis to support financial strategies, enhancing client satisfaction. • Currently pursuing Series 65 and CFP certifications to deepen industry knowledge and expertise.
Education
University of Missouri-Kansas City
Minor
2022 — 2023
University of Missouri-Kansas City
Bachelor's degree
2019 — 2023
Peterson Academy
Continued Education
2024
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