Professional Experience
Peter Shunyia is President and Senior Wealth Advisor at Shunyia & Co. Private Wealth Advisors. His experience in the financial services industry includes spending a combined 20 years at Merrill Lynch and Morgan Stanley as a financial advisor. In 2021, Peter decided being independent would allow him to focus more on his clients’ goals and joined LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue. He’s developed a unique process that puts every piece of the financial puzzle together for his clients as their lives unfold and their needs evolve.
Education
Peter received his BBA from the University of Michigan. He’s also a Certified Financial Planner (CFP®), so you can be sure that he provides expert and professional financial planning services. To earn the CFP designation, Peter had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Peter also adheres to a professional Code of Ethics, and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Personal Information
Peter enjoys spending time with his family, fly fishing, and being outdoors. Peter is a member of a local Trout Unlimited chapter in which he is involved in river conservation efforts.