Peter Vilim - CFP®, CDFA®, CIMA®
Peter, an enthusiastic member of the finance team, works diligently to support Francis Financial’s senior advisors. He tackles tasks, such as new account establishment, portfolio reports and financial planning, with incredible attention to detail. He is a true team player who will step-up and go above and beyond to ensure that his clients are well taken care of.
Peter received his B.S from Northwestern University’s School of Communication, double majoring in Economics and Theater. Prior to joining Francis Financial, Peter conducted research and analyzed data for a nonprofit dedicated to providing paid, mentored internships and career-readiness workshops to under-served high school students. Peter has completed his Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Investment Management Analyst (CIMA®) designations. Peter is a member of the firm’s investment committee and plays a key role in researching and reviewing our portfolio holdings and investment philosophy.